SEC 13F Intelligence

Mosaic Financial Group, LLC / T

Mosaic Financial Group, LLC’s At&T Inc Position

Does Mosaic Financial Group, LLC own At&T Inc (T)? Yes — 129.1K shares worth $4M (+2.66% of its 13F portfolio) as of Q1 2026, up from 129.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
129.1K
% of Portfolio
+2.66%
Quarters Held
9
currently held

Position History T

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $3MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026129.1K$4M+2.66%
Q4 2025129.1K$3M+2.19%
Q3 2025129.6K$4M+2.61%
Q2 2025128.2K$4M+2.84%
Q1 2025128.2K$4M+2.95%
Q4 2024251.2K$6M+4.10%
Q3 2024251.2K$6M+3.92%
Q2 2024299.0K$6M+4.10%
Q1 2024152.1K$3M+2.14%

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