PlanVest Financial, Inc

Position in T — At&T Inc.

CIK 2135239 GAITHERSBURG, MD

Position in T

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$226,106

-$89,566 QoQ

Shares Held

10,923

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,150

of 2,657 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $593,742 across 5 Telecom Services names. T ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	8,300	$351,422
2	T	At&T Inc. This page	10,923	$226,106
3	CMCSA	Comcast Corp	363	$8,911
4	RCI	Rogers Communications Inc	184	$5,980
5	VOD	Vodafone Group Public Ltd Co	100	$1,323

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,106	10,923	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$315,672	10,889	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.