SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / T

Swaine & Leidel Wealth Services, LLC’s At&T Inc Position

Does Swaine & Leidel Wealth Services, LLC own At&T Inc (T)? Yes — 3.9K shares worth $4M (+2.99% of its 13F portfolio) as of Q1 2022, down from 8.4K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
3.9K
% of Portfolio
+2.99%
Quarters Held
8
currently held

Position History T

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q3 ’21: $227,000Q3 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.9K$4M+2.99%
Q3 20218.4K$227,000+0.20%
Q1 2021128.5K$4M+2.51%
Q4 2020121.6K$3M+2.54%
Q3 202096.8K$3M+2.69%
Q2 202099.9K$3M+3.08%
Q1 202097.2K$3M+2.94%
Q4 201988.9K$3M+2.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of T.