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Optivise Advisory Services LLC

Position in T — At&T Inc.

CIK 2042876 FRANKLIN, TN

Position in T

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$325,983
-$79,905 QoQ
Shares Held
15,748
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,834
of 2,657 holders
Holding Since
Mar 2025
6 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

Optivise Advisory Services LLC holds $704,502 across 2 Telecom Services names. T ranks #2 (46.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 T
At&T Inc.
This page
15,748 $325,983

All Filings in T

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $325,983 15,748
2026-03-31 $405,888 14,001
2025-12-31 $390,236 15,710
2025-09-30 $331,142 11,726
2025-06-30 $220,870 7,632
2025-03-31 $201,919 7,140