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At&t shares owned by Essential Planning

Quarter-by-quarter ownership of At&t (T) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in At&t

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All positions including At&t held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 12k 22.00
2024-06-30 $224k 12k 19.11
2024-03-31 $189k 11k 16.78
2023-09-30 $167k 11k 15.02
2023-06-30 $182k 11k 15.95

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Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Newport Trust
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
GQG Partners
Northern Trust
FMR
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Capital World Investors
Charles Schwab Investment Management

View all funds holding At&t