Modern Wealth Management, LLC

Position in T — At&T Inc.

CIK 2001900 KANSAS CITY, MO

Position in T

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,719,150

+$53,985 QoQ

Shares Held

131,360

+42.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#690

of 2,665 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Communication Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $13,399,098 across 11 Telecom Services names. T ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	143,736	$6,085,780
2	T	At&T Inc. This page	131,360	$2,719,150
3	TMUS	T-Mobile US, Inc.	7,289	$1,222,581
4	VIV	Telefonica Brasil S.A.	60,302	$793,573
5	TIGO	Millicom International Cellular SA	8,241	$747,952
6	CMCSA	Comcast Corp	21,379	$524,853
7	VOD	Vodafone Group Public Ltd Co	27,644	$365,729
8	CHT	Chunghwa Telecom Co Ltd	7,624	$337,435

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,719,150	131,360	+42.9%	Shares	Other	2026-08-14
2026-03-31	$2,665,165	91,934	+3.3%	Shares	Other	2026-05-14
2025-12-31	$2,210,732	88,999	-6.1%	Shares	Other	2026-02-17
2025-09-30	$2,676,783	94,787	-5.1%	Shares	Other	2025-11-12
2025-06-30	$2,889,889	99,858	+19.3%	Shares	Other	2025-11-12
2025-03-31	$2,366,553	83,683	+12.5%	Shares	Other	2025-06-02
2024-12-31	$1,693,334	74,367	+11.8%	Shares	Other	2025-05-30
2024-09-30	$1,463,462	66,521	+15.8%	Shares	Other	2025-05-30
2024-06-30	$1,098,097	57,462	+59.5%	Shares	Other	2025-05-29
2024-03-31	$634,215	36,035	+23.6%	Shares	Other	2025-05-29
2023-12-31	$489,119	29,149	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.