T AT&T INC COM

Ownership history in JEPPSON WEALTH MANAGEMENT, LLC  ·  22 quarters on record

AI Ownership Summary

JEPPSON WEALTH MANAGEMENT, LLC reported AT&T INC COM (T) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.02% in 2025 Q1. The latest visible filing shows T at 1.53% 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 JEPPSON WEALTH MANAGEMENT, LLC's position in AT&T INC COM, 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 Q4

T was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% 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 2025 Q4

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 JEPPSON WEALTH MANAGEMENT, LLC held T — position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 195,068 +5,810 +3.1% 1.53% $4.8M 2026-02-14 (Est.) $28.69
2025 Q3 REDUCED 189,258 -4,562 -2.4% 1.70% $5.3M 2025-10-15 $25.77
2025 Q2 REDUCED 193,820 -1,093 -0.6% 1.94% $5.6M 2025-07-15 $26.42
2025 Q1 REDUCED 194,913 -2,636 -1.3% 2.02% $5.5M 2025-04-24 $26.65
2024 Q4 REDUCED 197,549 -281 -0.1% 1.63% $4.5M 2025-01-22 $21.38
2024 Q3 REDUCED 197,830 -1,654 -0.8% 1.56% $4.4M 2024-11-05 $20.86
2024 Q2 REDUCED 199,484 -3,079 -1.5% 1.45% $3.8M 2024-08-05 $17.66
2024 Q1 REDUCED 202,563 -3,990 -1.9% 1.38% $3.6M 2024-04-17 $14.83
2023 Q4 ADDED 206,553 +25,145 +13.9% 1.44% $3.5M 2024-01-11 $14.69
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JEPPSON 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 JEPPSON WEALTH MANAGEMENT, LLC reported owning T?

JEPPSON WEALTH MANAGEMENT, LLC reported T across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported T position in JEPPSON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for T was 2.02% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q4, when JEPPSON WEALTH MANAGEMENT, LLC reported 195,068 shares, equal to 1.53% of portfolio, with an estimated market value of $4.8M.

What does the chart on this T ownership page compare?

The chart compares JEPPSON 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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