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Heritage Wealth Management, Inc.

Position in T — At&T Inc.

CIK 1944755 CINCINNATI, OH

Position in T

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,902,102
-$775,414 QoQ
Shares Held
91,889
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#818
of 2,657 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in T Over Time

Shares Held

Position Value (USD)

Position in Telecom Services

Communication Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $3,322,956 across 3 Telecom Services names. T ranks #1 (57.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 T
At&T Inc.
This page
91,889 $1,902,102

All Filings in T

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,902,102 91,889
2026-03-31 $2,677,516 92,360
2025-12-31 $2,325,868 93,634
2025-09-30 $2,630,301 93,141
2025-06-30 $2,708,436 93,588
2025-03-31 $2,765,784 97,800
2024-12-31 $2,302,388 101,115
2024-09-30 $2,223,958 101,089
2024-06-30 $1,905,209 99,697