AT&T Inc.
BG ˙ BUL ˙ US00206R1023
SecurityBG:SOBA / AT&T Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership94,049 shares
Latest Disclosed Value $ 2,726,490
Wealthcare Advisory Partners LLC reports 0.41% increase in ownership of SOBA / AT&T Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 94,049 shares of AT&T Inc. (BG:SOBA) valued at $2,726,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 93,664 shares of AT&T Inc.. This represents a change in shares of 0.41% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F AT&T COM 00206R102 94,049 385 0.41 2,726 17.20 0.0530
2026-01-14 2025-12-31 13F AT&T COM 00206R102 93,664 -9,704 -9.39 2,327 -20.32 0.0457
2025-11-07 2025-09-30 13F AT&T COM 00206R102 103,368 11,118 12.05 2,919 9.37 0.0608
2025-07-22 2025-06-30 13F AT&T COM 00206R102 92,250 9,038 10.86 2,670 13.43 0.0609
2025-04-15 2025-03-31 13F AT&T COM 00206R102 83,212 -6,950 -7.71 2,353 14.67 0.0631
2025-01-15 2024-12-31 13F AT&T COM 00206R102 90,162 -3,168 -3.39 2,053 -0.05 0.0570
2024-11-04 2024-09-30 13F AT&T COM 00206R102 93,330 22,229 31.26 2,053 51.18 0.0585
2024-08-12 2024-06-30 13F AT&T COM 00206R102 71,101 -2,303 -3.14 1,359 5.19 0.0425
2024-04-15 2024-03-31 13F AT&T COM 00206R102 73,404 6,064 9.01 1,292 14.35 0.0424
2024-02-06 2023-12-31 13F AT&T COM 00206R102 67,340 7,235 12.04 1,130 25.17 0.0449
2023-10-12 2023-09-30 13F AT&T COM 00206R102 60,105 -5,761 -8.75 903 -14.10 0.0415
2023-07-17 2023-06-30 13F AT&T COM 00206R102 65,866 -4,624 -6.56 1,051 -22.57 0.0470
2023-05-04 2023-03-31 13F AT&T COM 00206R102 70,490 1,167 1.68 1,357 6.27 0.0583
2023-02-13 2022-12-31 13F AT&T COMMON 00206R102 69,323 -1,898 -2.66 1,276 16.74 0.0610
2022-11-14 2022-09-30 13F AT&T COMMON 00206R102 71,221 -1,559 -2.14 1,093 -28.33 0.0624
2022-08-15 2022-06-30 13F AT&T COMMON 00206R102 72,780 5,652 8.42 1,525 -3.85 0.0923
2022-04-15 2022-03-31 13F AT&T COMMON 00206R102 67,128 1,152 1.75 1,586 -2.28 0.0963
2022-02-11 2021-12-31 13F AT&T COMMON 00206R102 65,976 -30,409 -31.55 1,623 -37.65 0.0971
2021-11-15 2021-09-30 13F AT&T Equity 00206R102 96,385 -11,303 -10.50 2,603 -16.01 0.1702
2021-08-16 2021-06-30 13F AT&T COMMON 00206R102 107,688 -12,411 -10.33 3,099 -14.75 0.2074
2021-04-30 2021-03-31 13F AT&T COMMON 00206R102 120,099 28,242 30.75 3,635 37.59 0.2633
2021-02-12 2020-12-31 13F AT&T COMMON 00206R102 91,857 15,952 21.02 2,642 22.09 0.2347
2020-10-29 2020-09-30 13F AT&T COMMON 00206R102 75,905 1,089 1.46 2,164 -4.33 0.2373
2020-07-29 2020-06-30 13F AT&T COMMON 00206R102 74,816 14,274 23.58 2,262 28.16 0.2819
2020-04-29 2020-03-31 13F AT&T COMMON 00206R102 60,542 -2,894 -4.56 1,765 -28.80 0.2587
2020-01-29 2019-12-31 13F AT&T COMMON 00206R102 63,436 554 0.88 2,479 4.20 0.3151
2019-10-16 2019-09-30 13F AT&T COMMON 00206R102 62,882 6,262 11.06 2,379 25.41 0.3452
2019-07-30 2019-06-30 13F AT&T COMMON 00206R102 56,620 875 1.57 1,897 8.52 0.3005
2019-05-13 2019-03-31 13F AT&T COMMON 00206R102 55,745 -11,344 -16.91 1,748 -8.72 0.2981
2019-02-14 2018-12-31 13F AT&T COMMON 00206R102 67,089 -1,318 -1.93 1,915 -16.63 0.3716
2018-11-14 2018-09-30 13F AT&T COMMON 00206R102 68,407 -216 -0.31 2,297 4.27 0.4218
2018-08-13 2018-06-30 13F AT&T COMMON 00206R102 68,623 1,571 2.34 2,203 -7.82 0.4319
2018-05-14 2018-03-31 13F AT&T COMMON 00206R102 67,052 -1,024 -1.50 2,390 -9.71 0.5400
2018-02-14 2017-12-31 13F AT&T COMMON 00206R102 68,076 996 1.48 2,647 0.72 0.6807
2017-11-15 2017-09-30 13F AT&T COMMON 00206R102 67,080 66,635 14,974.16 2,628 15,358.82 0.7808
2017-08-28 2017-06-30 13F AT&T COMMON 00206R102 445 -214 -32.47 17 -37.04 0.0083
2017-04-11 2017-03-31 13F AT&T COMMON 00206R102 659 -200 -23.28 27 -27.03 0.0147
2017-01-11 2016-12-31 13F AT&T COMMON 00206R102 859 300 53.67 37 60.87 0.0219
2016-10-14 2016-09-30 13F AT&T CORP - COMMON 00206R102 559 -1,128 -66.86 23 -68.49 0.0149
2016-08-25 2016-06-30 13F AT&T CORP - COMMON 00206R102 1,687 1,687 73 0.0514
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.