AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership64,974 shares
Latest Disclosed Value $ 1,877,262
Arete Wealth Advisors, LLC reports 2.76% increase in ownership of T / AT&T Inc.

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 64,974 shares of AT&T Inc. (CH:T) valued at $1,877,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 63,230 shares of AT&T Inc.. This represents a change in shares of 2.76% 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)
2026-05-20 2026-03-31 13F/A-1 AT&T EQUITY 00206R102 64,974 1,744 2.76 1,877 187,600.00 0.1407
2026-05-16 2026-03-31 13F AT&T EQUITY 00206R102 64,972 1,742 1,877 0.1400
2026-02-13 2025-12-31 13F AT&T COM 00206R102 63,230 2,068 3.38 2 0.00 0.0956
2025-11-12 2025-09-30 13F AT&T COM 00206R102 61,162 -30 -0.05 2 0.00 0.1076
2025-08-14 2025-06-30 13F AT&T COM 00206R102 61,192 549 0.91 2 0.00 0.1254
2025-05-16 2025-03-31 13F AT&T COM 00206R102 60,643 1,714 2.91 2 0.00 0.1300
2025-02-12 2024-12-31 13F AT&T COM 00206R102 58,929 63 0.11 1 0.00 0.0965
2024-11-18 2024-09-30 13F/A-1 AT&T COM 00206R102 58,866 -8,737 -12.92 1 0.00 0.1109
2024-11-18 2024-09-30 13F/A-1 AT&T COM 00206R102 58,866 1
2024-11-14 2024-09-30 13F ANDERSONS COM 00206R102 58,866 -8,737 1 0.1109
2024-08-14 2024-06-30 13F AT&T COM 00206R102 67,603 -11,926 -15.00 1 -99.93 0.1058
2024-05-16 2024-03-31 13F ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00206R102 79,529 2,601 3.38 1,398 8.29 0.1292
2024-02-14 2023-12-31 13F AT&T COM 00206R102 76,928 -3,065 -3.83 1,291 7.41 0.0984
2023-10-30 2023-09-30 13F AT&T COM 00206R102 79,993 -14,252 -15.12 1,201 120,000.00 0.2080
2023-08-09 2023-06-30 13F AT&T COM 00206R102 94,245 8,991 10.55 2 0.00 0.1328
2023-05-22 2023-03-31 13F/A-1 AT&T COM 00206R102 85,254 -543 -0.63 2 -99.94 0.1335
2023-05-01 2023-03-31 13F AT&T COM 00206R102 85,254 -543 1,641,144 0.1336
2023-02-06 2022-12-31 13F AT&T COM 00206R102 85,797 5,683 7.09 1,580 28.48 0.1382
2022-11-07 2022-09-30 13F AT&T COM 00206R102 80,114 26,055 48.20 1,229 8.38 0.1202
2022-08-15 2022-06-30 13F AT&T COM 00206R102 54,059 6,992 14.86 1,134 1.98 0.1147
2022-05-06 2022-03-31 13F AT&T COM 00206R102 47,067 988 2.14 1,112 -4.55 0.0931
2022-02-07 2021-12-31 13F AT&T COM 00206R102 46,079 -1,800 -3.76 1,165 -10.04 0.0993
2021-11-15 2021-09-30 13F AT&T COM 00206R102 47,879 -579 -1.19 1,295 5.89 0.1428
2021-08-09 2021-06-30 13F AT&T COM 00206R102 48,458 -528 -1.08 1,223 -17.59 0.1716
2021-05-10 2021-03-31 13F AT&T COM 00206R102 48,986 -710 -1.43 1,484 3.34 0.1897
2021-02-08 2020-12-31 13F AT&T COM 00206R102 49,696 4,009 8.77 1,436 9.62 0.2034
2020-11-09 2020-09-30 13F AT&T COM 00206R102 45,687 -20,902 -31.39 1,310 -34.92 0.1974
2020-08-11 2020-06-30 13F AT&T COM 00206R102 66,589 -13,905 -17.27 2,013 -14.01 0.3487
2020-05-14 2020-03-31 13F AT&T COM 00206R102 80,494 -4,578 -5.38 2,341 -29.51 0.4606
2020-02-14 2019-12-31 13F AT&T COM 00206R102 85,072 -12,938 -13.20 3,321 -10.44 0.5768
2019-11-13 2019-09-30 13F AT&T COM 00206R102 98,010 -2,281 -2.27 3,708 10.29 0.7088
2019-08-14 2019-06-30 13F AT&T COM 00206R102 100,291 23,097 29.92 3,362 38.81 0.6523
2019-05-15 2019-03-31 13F AT&T COM 00206R102 77,194 -2,515 -3.16 2,422 6.46 0.5053
2019-02-14 2018-12-31 13F AT&T COM 00206R102 79,709 -20,955 -20.82 2,275 -32.69 0.5531
2018-11-14 2018-09-30 13F AT&T COM 00206R102 100,664 -856 -0.84 3,380 3.68 0.7499
2018-08-14 2018-06-30 13F AT&T COM 00206R102 101,520 65,993 185.75 3,260 157.91 0.7772
2018-05-15 2018-03-31 13F AT&T COM 00206R102 35,527 1,767 5.23 1,264 -3.73 0.4192
2018-02-14 2017-12-31 13F AT&T COM 00206R102 33,760 17,534 108.06 1,313 106.45 0.4276
2017-11-15 2017-09-30 13F AT&T COM 00206R102 16,226 240 1.50 636 5.47 0.2535
2017-08-14 2017-06-30 13F AT&T COM 00206R102 15,986 2,745 20.73 603 9.64 0.2754
2017-04-28 2017-03-31 13F AT&T COM 00206R102 13,241 211 1.62 550 -0.72 0.2398
2017-02-14 2016-12-31 13F AT&T COM 00206R102 13,030 339 2.67 554 7.57 0.2558
2016-11-14 2016-09-30 13F AT&T COM 00206R102 12,691 2,562 25.29 515 17.58 0.2951
2016-08-15 2016-06-30 13F AT&T COM 00206R102 10,129 -1,215 -10.71 438 -1.35 0.2757
2016-05-13 2016-03-31 13F AT&T COM 00206R102 11,344 484 4.46 444 18.72 0.2651
2016-02-12 2015-12-31 13F AT&T COM 00206R102 10,860 793 7.88 374 14.02 0.2265
2015-11-13 2015-09-30 13F AT&T COM 00206R102 10,067 1,018 11.25 328 2.18 0.2562
2015-08-14 2015-06-30 13F AT&T COM 00206R102 9,049 -80 -0.88 321 7.72 0.2162
2015-05-15 2015-03-31 13F AT&T COM 00206R102 9,129 -223 -2.38 298 -5.10 0.1923
2015-02-11 2014-12-31 13F AT&T COM 00206R102 9,352 530 6.01 314 0.96 0.2216
2014-11-14 2014-09-30 13F AT&T COM 00206R102 8,822 -311 -3.41 311 -3.72 0.2349
2014-08-14 2014-06-30 13F AT&T COM 00206R102 9,133 -934 -9.28 323 -8.50 0.2515
2014-05-15 2014-03-31 13F AT&T COM 00206R102 10,067 -57 -0.56 353 -0.84 0.3277
2014-02-14 2013-12-31 13F AT&T COM 00206R102 10,124 10,124 356 0.3512
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.