AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionGateway Wealth Partners, LLC
Latest Disclosed Ownership121,607 shares
Latest Disclosed Value $ 3,525,373
Gateway Wealth Partners, LLC reports 438.30% increase in ownership of T / AT&T Inc.

On May 15, 2026 - Gateway Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 121,607 shares of AT&T Inc. (CH:T) valued at $3,525,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 22,591 shares of AT&T Inc.. This represents a change in shares of 438.30% 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)
2026-05-15 2026-03-31 13F AT&T COM 00206R102 121,607 99,016 438.30 3,525 528.34 0.1374
2026-02-11 2025-12-31 13F AT&T COM 00206R102 22,591 4,393 24.14 561 9.36 0.0625
2025-11-06 2025-09-30 13F AT&T COM 00206R102 18,198 280 1.56 514 -0.97 0.0694
2025-08-13 2025-06-30 13F AT&T COM 00206R102 17,918 1,207 7.22 519 9.75 0.0984
2025-05-01 2025-03-31 13F AT&T COM 00206R102 16,711 -942 -5.34 473 17.71 0.1062
2025-01-23 2024-12-31 13F AT&T COM 00206R102 17,653 2,784 18.72 402 22.63 0.1041
2024-10-25 2024-09-30 13F AT&T COM 00206R102 14,869 -1,378 -8.48 327 5.48 0.0902
2024-08-16 2024-06-30 13F AT&T COM 00206R102 16,247 -2,825 -14.81 310 -7.46 0.0938
2024-05-15 2024-03-31 13F AT&T COM 00206R102 19,072 -145 -0.75 336 4.04 0.1205
2024-02-13 2023-12-31 13F AT&T COM 00206R102 19,217 -6,992 -26.68 322 -18.07 0.1299
2023-11-14 2023-09-30 13F AT&T COM 00206R102 26,209 1,954 8.06 394 1.81 0.0710
2023-08-14 2023-06-30 13F AT&T COM 00206R102 24,255 997 4.29 387 -13.65 0.0691
2023-05-10 2023-03-31 13F AT&T COM 00206R102 23,258 6,509 38.86 448 45.13 0.0689
2023-02-16 2022-12-31 13F AT&T Common Stock 00206R102 16,749 16,749 308 0.0530
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.