Root Financial Partners, LLC

Position in T — At&T Inc.

CIK 1977181 ENCINITAS, CA

Position in T

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$261,275

-$110,057 QoQ

Shares Held

12,622

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,995

of 2,613 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,579,431 across 4 Telecom Services names. T ranks #4 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCSA	Comcast Corp	21,909	$537,865
2	VZ	Verizon Communications Inc	10,217	$432,587
3	TMUS	T-Mobile US, Inc.	2,073	$347,704
4	T	At&T Inc. This page	12,622	$261,275

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,275	12,622	-1.5%	Shares	Sole	2026-07-29
2026-03-31	$371,332	12,809	+14.8%	Shares	Sole	2026-04-24
2025-12-31	$277,189	11,159	-7.0%	Shares	Sole	2026-02-10
2025-09-30	$338,880	12,000	-22.5%	Shares	Sole	2025-10-29
2025-06-30	$448,280	15,490	+50.7%	Shares	Sole	2025-08-11
2025-03-31	$290,746	10,281	+4.2%	Shares	Sole	2025-04-25
2024-12-31	$224,739	9,870	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.