Position in T
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,353,482
-$1,434,592 QoQ
Shares Held
162,004
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#619
of 2,656 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Derivatives in T
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$10,332
PutShares
24,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026Compound Planning, Inc. holds $10,727,748 across 11 Telecom Services names. T ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
This page
|
162,004 | $3,353,482 | |
| 2 | VZ |
Verizon Communications Inc
|
71,695 | $3,035,565 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
5,092 | $854,080 | |
| 4 | AMX |
America Movil Sab De Cv/
|
29,276 | $760,882 | |
| 5 | CMCSA |
Comcast Corp
|
24,462 | $600,541 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
11,955 | $529,128 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
39,394 | $521,182 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
64,746 | $497,248 |
All Filings in T
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,353,482 | 162,004 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,788,074 | 165,163 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,555,100 | 143,120 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $7,306,365 | 258,724 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,968,144 | 240,779 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,433,360 | 227,488 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,910,006 | 127,800 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $10,332 | 24,600 | Put | Sole | 2025-01-17 | |
| 2024-09-30 | $2,603,304 | 118,332 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,025,201 | 105,976 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,788,230 | 101,604 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,425,007 | 84,923 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $898,496 | 59,820 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $941,018 | 58,998 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $987,024 | 51,274 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||