T β€” AT T INC

Ownership history in Barnes Dennig Private Wealth Management LLC  Β·  5 quarters on record

AI Ownership Summary

Barnes Dennig Private Wealth Management LLC reported AT T INC (T) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.38% in 2025 Q1. The latest visible filing shows T at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Barnes Dennig Private Wealth Management LLC's position in AT T INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

T was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Barnes Dennig Private Wealth Management LLC held T β€” position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,992 -3,202 -12.2% 0.66% $667K 2026-04-22 $25.98
2025 Q4 REDUCED 26,194 -1,545 -5.6% 0.65% $651K 2026-01-14 $23.37
2025 Q3 REDUCED 27,739 -1,977 -6.7% 0.84% $783K 2025-10-23 $24.08
2025 Q2 REDUCED 29,716 -2,478 -7.7% 1.03% $860K 2025-08-04 $26.79
2025 Q1 INITIATED 32,194 β€” β€” 1.38% $910K 2025-04-25 $25.69

FAQ About Barnes Dennig Private Wealth Management LLC and T

These are the practical questions this page is built to answer before you even open the full history table.

How long has Barnes Dennig Private Wealth Management LLC reported owning T?

Barnes Dennig Private Wealth Management LLC reported T across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported T position in Barnes Dennig Private Wealth Management LLC's portfolio?

The largest reported portfolio weight for T was 1.38% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Barnes Dennig Private Wealth Management LLC reported 22,992 shares, equal to 0.66% of portfolio, with an estimated market value of $667K.

What does the chart on this T ownership page compare?

The chart compares Barnes Dennig Private Wealth Management LLC's quarterly T portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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