AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionBuska Wealth Management, LLC
Latest Disclosed Ownership16,355 shares
Latest Disclosed Value $ 474,120
Buska Wealth Management, LLC reports 49.84% increase in ownership of T / AT&T Inc.

On April 13, 2026 - Buska Wealth Management, LLC filed a 13F-HR form disclosing ownership of 16,355 shares of AT&T Inc. (CH:T) valued at $474,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 10,915 shares of AT&T Inc.. This represents a change in shares of 49.84% 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)
2026-04-13 2026-03-31 13F AT&T COM 00206R102 16,355 5,440 49.84 474 74.91 0.1905
2026-01-22 2025-12-31 13F AT&T COM 00206R102 10,915 -2,698 -19.82 271 -29.43 0.1002
2025-11-12 2025-09-30 13F AT&T COM 00206R102 13,613 80 0.59 384 -1.79 0.1154
2025-07-14 2025-06-30 13F AT&T COM 00206R102 13,533 33 0.24 392 2.62 0.1070
2025-04-09 2025-03-31 13F AT&T COM 00206R102 13,500 109 0.81 382 25.33 0.1196
2025-03-04 2024-12-31 13F AT&T COM 00206R102 13,391 412 3.17 305 6.67 0.0976
2025-01-10 2024-09-30 13F/A-1 AT&T COM 00206R102 12,979 3 0.02 286 15.38 0.0996
2025-01-08 2024-09-30 13F AT&T COM 00206R102 13,391 412 297 0.0947
2025-01-10 2024-06-30 13F/A-1 AT&T COM 00206R102 12,976 -85 -0.65 248 7.86 0.0988
2024-10-01 2024-06-30 13F AT&T COM 00206R102 12,979 3 286 0.0991
2025-01-10 2024-03-31 13F/A-1 AT&T COM 00206R102 13,061 13,061 230 0.1008
2024-07-01 2024-03-31 13F AT&T COM 00206R102 12,976 12,976 248 0.0982
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.