Marshall & Sterling Wealth Advisors Inc.

Position in T — At&T Inc.

CIK 2056315 POUGHKEEPSIE, NY

Position in T

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$36,887

-$14,338 QoQ

Shares Held

1,782

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,480

of 2,657 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Communication Services · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $59,282 across 5 Telecom Services names. T ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc. This page	1,782	$36,887
2	VZ	Verizon Communications Inc	340	$14,395
3	CMCSA	Comcast Corp	270	$6,628
4	VOD	Vodafone Group Public Ltd Co	73	$965
5	LUMN	Lumen Technologies, Inc.	53	$407

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,887	1,782	+0.8%	Shares	Sole	2026-07-21
2026-03-31	$51,225	1,767	+17.3%	Shares	Sole	2026-05-07
2025-12-31	$37,433	1,507	-15.8%	Shares	Sole	2026-02-10
2025-09-30	$50,519	1,789	+0.8%	Shares	Other	2025-11-10
2025-06-30	$51,365	1,775	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$49,912	1,765	-31.2%	Shares	Sole	2025-05-15
2024-12-31	$58,427	2,566	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.