Heritage Financial Services »

At&t shares owned by Heritage Financial Services

Quarter-by-quarter ownership of At&t (T) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in At&t by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 9.8k 28.24
2025-06-30 $402k 14k 28.94
2025-03-31 $290k 10k 28.28
2024-12-31 $201k 8.8k 22.77
2022-06-30 $199k 9.5k 20.89
2022-03-31 $244k 10k 23.57
2021-12-31 $235k 9.6k 24.60