SEC 13F Intelligence

Compass Financial Advisors LLC / T

Compass Financial Advisors LLC’s At&T Inc Position

Does Compass Financial Advisors LLC own At&T Inc (T)? Not currently — the last reported position was 47.3K shares worth $909,917 in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$909,917
Q1 2023
Shares
47.3K
% of Portfolio
+1.15%
Quarters Held
6
position exited

Position History T

Reported value by quarter
Q4 ’21: $497,000Q4 ’21Q1 ’22: $455,000Q1 ’22Q2 ’22: $570,000Q2 ’22Q3 ’22: $403,000Q3 ’22Q4 ’22: $850,771Q4 ’22Q1 ’23: $909,917Q1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202347.3K$909,917+1.15%
Q4 202246.2K$850,771+1.15%
Q3 202226.3K$403,000+0.60%
Q2 202227.2K$570,000+0.78%
Q1 202219.3K$455,000+0.50%
Q4 202120.2K$497,000+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Advisors LLC’s full portfolio or all institutional holders of T.