Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
T holding history
AT&T Inc. in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 115,020
- Value
- $2.38M
- % of portfolio
- 0.5%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 115,020 | $2.38M | 0.5% | +11,538+11.1% | Added | Holders |
| Q1 2026 | 103,482 | $3.00M | 0.7% | +12,562+13.8% | Added | Holders |
| Q4 2025 | 90,920 | $2.26M | 0.6% | +3,112+3.5% | Added | Holders |
| Q3 2025 | 87,808 | $2.48M | 0.7% | +8,825+11.2% | Added | Holders |
| Q2 2025 | 78,983 | $2.29M | 0.8% | +6,381+8.8% | Added | Holders |
| Q1 2025 | 72,602 | $2.05M | 0.7% | +17,910+32.7% | Added | Holders |
| Q4 2024 | 54,692 | $1.25M | 0.7% | +4,375+8.7% | Added | Holders |
| Q3 2024 | 50,317 | $1.11M | 0.6% | +8,332+19.8% | Added | Holders |
| Q2 2024 | 41,985 | $802.3K | 0.5% | +20,359+94.1% | Added | Holders |
| Q1 2024 | 21,626 | $380.6K | 0.2% | +11,375+111.0% | Added | Holders |
| Q4 2023 | 10,251 | $172.0K | 0.2% | −20,744−66.9% | Reduced | Holders |
| Q3 2023 | 30,995 | $465.5K | 0.3% | +10,248+49.4% | Added | Holders |
| Q2 2023 | 20,747 | $291.6K | 0.2% | – | No prior filing | Holders |