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 csvQuarterly 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 |
More positions owned by Heritage Financial Services
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