Holistic Planning »

At&t shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 11k 24.84
2025-09-30 $262k 9.3k 28.24
2025-06-30 $245k 8.5k 28.94
2025-03-31 $219k 7.7k 28.28

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Newport Trust
Geode Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
GQG Partners
Northern Trust
Bank of New York Mellon
Capital Research Global Investors
Invesco
Ameriprise Financial
Charles Schwab Investment Management
Ubs Global Asset Management Americas

View all funds holding At&t