VISION FINANCIAL MARKETS LLC T AT&T INC

Ownership history in VISION FINANCIAL MARKETS LLC  ·  6 quarters on record

AI Ownership Summary

VISION FINANCIAL MARKETS LLC reported AT&T INC (T) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2025 Q1. The latest visible filing shows T at 0.83% 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 VISION FINANCIAL MARKETS 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 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% 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
2024 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.

How VISION FINANCIAL MARKETS LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,258 -161 -0.5% 0.83% $848K 2026-04-24 $26.20
2025 Q4 REDUCED 29,419 -198 -0.7% 0.75% $731K 2026-01-22 $23.34
2025 Q3 ADDED 29,617 +2 +0.0% 0.71% $836K 2025-11-06 $24.20
2025 Q2 ADDED 29,615 +2 +0.0% 0.81% $857K 2025-08-01 $26.86
2025 Q1 ADDED 29,613 +1 +0.0% 0.91% $837K 2025-05-09 $26.68
2024 Q4 INITIATED 29,612 0.72% $674K 2025-02-06 $23.18

FAQ About VISION FINANCIAL MARKETS 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 VISION FINANCIAL MARKETS LLC reported owning T?

VISION FINANCIAL MARKETS LLC reported T across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported T position in VISION FINANCIAL MARKETS LLC's portfolio?

The largest reported portfolio weight for T was 0.91% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when VISION FINANCIAL MARKETS LLC reported 29,258 shares, equal to 0.83% of portfolio, with an estimated market value of $848K.

What does the chart on this T ownership page compare?

The chart compares VISION FINANCIAL MARKETS 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.

How well did VISION FINANCIAL MARKETS LLC time their T position?

Based on 13F filing dates vs. subsequent T price moves, VISION FINANCIAL MARKETS LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on T relative to SPY over the holding period was -4.5%.

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