Asset Planning,Inc

Position in T — At&T Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in T

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$69,179

-$109,283 QoQ

Shares Held

3,342

-45.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,410

of 2,657 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Asset Planning,Inc holds $2,327,835 across 6 Telecom Services names. T ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	48,894	$2,070,171
2	BCE	Bce Inc	3,542	$76,188
3	T	At&T Inc. This page	3,342	$69,179
4	LUMN	Lumen Technologies, Inc.	8,100	$62,208
5	CMCSA	Comcast Corp	2,015	$49,468
6	VOD	Vodafone Group Public Ltd Co	47	$621

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,179	3,342	-45.7%	Shares	Sole	2026-07-27
2026-03-31	$178,462	6,156	-5.6%	Shares	Sole	2026-04-23
2025-12-31	$161,931	6,519	-37.0%	Shares	Sole	2026-02-03
2025-09-30	$292,227	10,348	+0.5%	Shares	Sole	2025-10-23
2025-06-30	$298,082	10,300	+0.4%	Shares	Sole	2025-07-25
2025-03-31	$290,011	10,255	+0.5%	Shares	Sole	2025-05-08
2024-12-31	$232,322	10,203	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.