AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership17,699 shares
Latest Disclosed Value $ 513,102
Acorn Wealth Advisors, LLC reports 4.67% decrease in ownership of T / AT&T Inc.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 17,699 shares of AT&T Inc. (CH:T) valued at $513,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 18,567 shares of AT&T Inc.. This represents a change in shares of -4.67% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F AT&T COM 00206R102 17,699 -868 -4.67 513 11.28 0.1496
2026-02-10 2025-12-31 13F AT&T COM 00206R102 18,567 -769 -3.98 461 -15.57 0.1374
2025-10-31 2025-09-30 13F AT&T COM 00206R102 19,336 -95 -0.49 546 -2.85 0.1711
2025-08-14 2025-06-30 13F AT&T COM 00206R102 19,431 -1,265 -6.11 562 -3.93 0.2092
2025-05-01 2025-03-31 13F AT&T COM 00206R102 20,696 -219 -1.05 585 22.90 0.2436
2025-02-04 2024-12-31 13F AT&T COM 00206R102 20,915 -1,555 -6.92 476 -3.64 0.1966
2024-11-13 2024-09-30 13F AT&T COM 00206R102 22,470 -933 -3.99 494 10.51 0.2124
2024-07-30 2024-06-30 13F AT&T COM 00206R102 23,403 721 3.18 447 12.03 0.2211
2024-04-26 2024-03-31 13F AT&T COM 00206R102 22,682 -1,276 -5.33 399 -0.75 0.2084
2024-02-07 2023-12-31 13F AT&T COM 00206R102 23,958 -582 -2.37 402 9.24 0.2383
2023-11-07 2023-09-30 13F AT&T COM 00206R102 24,540 -385 -1.54 369 -7.30 0.2452
2023-08-02 2023-06-30 13F AT&T COM 00206R102 24,925 -3,613 -12.66 398 -27.69 0.2711
2023-05-09 2023-03-31 13F AT&T COM 00206R102 28,538 197 0.70 549 5.17 0.4054
2023-02-10 2022-12-31 13F AT&T COM 00206R102 28,341 -2,927 -9.36 522 8.75 0.4001
2022-11-09 2022-09-30 13F AT&T COM 00206R102 31,268 -947 -2.94 480 -28.89 0.3933
2022-08-08 2022-06-30 13F AT&T COM 00206R102 32,215 901 2.88 675 -8.78 0.5328
2022-05-03 2022-03-31 13F AT&T COM 00206R102 31,314 -66 -0.21 740 -4.15 0.5092
2022-02-14 2021-12-31 13F AT&T COM 00206R102 31,380 -313 -0.99 772 -9.81 0.4897
2021-11-12 2021-09-30 13F AT&T COM 00206R102 31,693 -796 -2.45 856 -8.45 0.5987
2021-08-16 2021-06-30 13F AT&T COM 00206R102 32,489 -93 -0.29 935 -5.17 0.6459
2021-05-14 2021-03-31 13F AT&T COM 00206R102 32,582 -1,132 -3.36 986 1.65 0.7069
2021-02-16 2020-12-31 13F AT&T COM 00206R102 33,714 1,848 5.80 970 6.83 0.7636
2020-11-04 2020-09-30 13F AT&T COM 00206R102 31,866 3,546 12.52 908 6.07 0.7958
2020-08-19 2020-06-30 13F AT&T COM 00206R102 28,320 891 3.25 856 8.08 0.7966
2020-05-13 2020-03-31 13F A T & T COM 00206R102 27,429 2,651 10.70 792 -18.52 0.8872
2020-02-07 2019-12-31 13F A T & T COM 00206R102 24,778 198 0.81 972 0.93 0.8182
2019-11-21 2019-09-30 13F A T & T COM 00206R102 24,580 1,988 8.80 963 22.21 0.8276
2019-08-14 2019-06-30 13F A T & T COM 00206R102 22,592 2,977 15.18 788 25.48 0.7211
2019-05-08 2019-03-31 13F A T & T COM 00206R102 19,615 446 2.33 628 8.84 0.5668
2019-02-04 2018-12-31 13F A T & T COM 00206R102 19,169 -15 -0.08 577 -1.20 0.5911
2018-11-13 2018-09-30 13F A T & T COM 00206R102 19,184 1,418 7.98 584 2.10 0.5762
2018-08-10 2018-06-30 13F A T & T COM 00206R102 17,766 260 1.49 572 -1.38 0.4870
2018-05-14 2018-03-31 13F A T & T COM 00206R102 17,506 127 0.73 580 -11.99 0.5018
2018-02-14 2017-12-31 13F AT&T COM 00206R102 17,379 17,379 659 0.6015
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.