Fee-Only Financial Planning, L.C. T — AT&T INC

Ownership history in Fee-Only Financial Planning, L.C.  ·  14 quarters on record

AI Ownership Summary

Fee-Only Financial Planning, L.C. reported AT&T INC (T) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q1. The latest visible filing shows T at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fee-Only Financial Planning, L.C.'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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% 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
2023 Q4 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.

T stock page Fee-Only Financial Planning, L.C. fund profile Fee-Only Financial Planning, L.C. full holdings
How Fee-Only Financial Planning, L.C. held T — position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 25,377 — 0% 0.44% $736K 2026-04-29 $25.75
2025 Q4 UNCHANGED — — — 25,377 — 0% 0.37% $630K 2026-01-26 $23.21
2025 Q3 REDUCED — — — 25,377 -100 -0.4% 0.42% $717K 2025-10-27 $24.97
2025 Q2 UNCHANGED — — — 25,477 — 0% 0.46% $737K 2025-07-17 $26.12
2025 Q1 UNCHANGED — — — 25,477 — 0% 0.49% $720K 2025-05-02 $26.46
2024 Q4 UNCHANGED — — — 25,477 — 0% 0.37% $580K 2025-02-05 $23.20
2024 Q3 REDUCED — — — 25,477 -100 -0.4% 0.36% $560K 2024-11-04 $20.52
2024 Q2 UNCHANGED — — — 25,577 — 0% 0.33% $489K 2024-08-05 $17.48
2024 Q1 UNCHANGED — — — 25,577 — 0% 0.30% $450K 2024-04-25 $15.10
2023 Q4 UNCHANGED — — — 25,577 — 0% 0.31% $429K 2024-02-06 $15.78
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q1 — sorted by position size

MEDIATEL PARTNERS 3Y 7Y 81.36% Trium Capital LLP 3Y 25.34% Drexel Morgan & Co. 3Y 7Y 18.38% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 17.81% Newport Trust Company, LLC 3Y 7Y 12.77% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 12.27% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.34% Hall Kathryn A. 3Y 7Y 8.24% Varenne Capital Partners 3Y 5.87% DigitalBridge Group, Inc. 3Y 5.45%

FAQ About Fee-Only Financial Planning, L.C. and T

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

How long has Fee-Only Financial Planning, L.C. reported owning T?

Fee-Only Financial Planning, L.C. reported T across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in Fee-Only Financial Planning, L.C.'s portfolio?

The largest reported portfolio weight for T was 0.49% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Fee-Only Financial Planning, L.C. reported 25,377 shares, equal to 0.44% of portfolio, with an estimated market value of $736K.

What does the chart on this T ownership page compare?

The chart compares Fee-Only Financial Planning, L.C.'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.

How well did Fee-Only Financial Planning, L.C. time their T position?

Based on 13F filing dates vs. subsequent T price moves, Fee-Only Financial Planning, L.C. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on T relative to SPY over the holding period was -4.5%.

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