SS&H Financial Advisors, Inc. T — A T & T Corp

Ownership history in SS&H Financial Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

SS&H Financial Advisors, Inc. reported A T & T Corp (T) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q1. The latest visible filing shows T at 0.98% 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 SS&H Financial Advisors, Inc.'s position in A T & T Corp, 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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% 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.

T stock page SS&H Financial Advisors, Inc. fund profile SS&H Financial Advisors, Inc. full holdings
How SS&H Financial Advisors, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 134,906 +500 +0.4% 0.98% $3.4M 2026-02-14 (Est.) $28.39
2025 Q3 REDUCED — — — 134,406 -100 -0.1% 1.15% $3.8M 2025-10-17 $25.77
2025 Q2 ADDED — — — 134,506 +2,926 +2.2% 1.30% $3.9M 2025-08-05 $26.87
2025 Q1 REDUCED — — — 131,580 -1,200 -0.9% 1.39% $3.7M 2025-04-10 $25.29
2024 Q4 REDUCED — — — 132,780 -1,000 -0.7% 1.10% $3.0M 2025-01-14 $20.67
2024 Q3 REDUCED — — — 133,780 -904 -0.7% 1.07% $2.9M 2024-10-09 $20.27
2024 Q2 REDUCED — — — 134,684 -5,400 -3.9% 1.00% $2.6M 2024-09-10 $20.07
2024 Q1 REDUCED — — — 140,084 -5,030 -3.5% 1.03% $2.5M 2024-05-09 $15.65
2023 Q4 ADDED — — — 145,114 +8,505 +6.2% 1.03% $2.4M 2024-02-13 $15.14
6 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

Trium Capital LLP 3Y 25.34% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.76% Griffith & Werner, Inc. 3.51% Quintet Private Bank (Europe) S.A. 3.46% Triodos Investment Management BV 3Y 7Y 2.83% Inlight Wealth Management, LLC 2.76% Rydar Equities, Inc. 2.74% Advanced Asset Management Advisors Inc 3Y 7Y 2.7% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.64% EQUITY INVESTMENT CORP 3Y 7Y 2.63%

FAQ About SS&H Financial Advisors, 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 SS&H Financial Advisors, Inc. reported owning T?

SS&H Financial Advisors, Inc. reported T across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported T position in SS&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for T was 1.39% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q4, when SS&H Financial Advisors, Inc. reported 134,906 shares, equal to 0.98% of portfolio, with an estimated market value of $3.4M.

What does the chart on this T ownership page compare?

The chart compares SS&H Financial Advisors, 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.

How well did SS&H Financial Advisors, Inc. time their T position?

Based on 13F filing dates vs. subsequent T price moves, SS&H Financial Advisors, Inc. correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on T relative to SPY over the holding period was +-0.0%.

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