Copley Financial Group, Inc. T β€” AT&T INC

Ownership history in Copley Financial Group, Inc.  Β·  3 quarters on record

AI Ownership Summary

Copley Financial Group, Inc. reported AT&T INC (T) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.29% in 2025 Q2. The latest visible filing shows T at 0.27% 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 Copley Financial Group, Inc.'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
2025 Q3

T was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Copley Financial Group, Inc. 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 13,906 +541 +4.0% 0.27% $393K 2025-11-18 $25.04
2025 Q2 ADDED β€” β€” β€” 13,365 +13,349 +83431.2% 0.29% $387K 2025-08-13 $27.48
2024 Q3 INITIATED β€” β€” β€” 16 β€” β€” 0.00% $352 2024-12-09 $21.88

FAQ About Copley Financial Group, Inc. and T

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

How long has Copley Financial Group, Inc. reported owning T?

Copley Financial Group, Inc. reported T across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported T position in Copley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for T was 0.29% in 2025 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q3, when Copley Financial Group, Inc. reported 13,906 shares, equal to 0.27% of portfolio, with an estimated market value of $393K.

What does the chart on this T ownership page compare?

The chart compares Copley Financial Group, Inc.'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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