AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionGlobal Financial Private Client, LLC
Latest Disclosed Ownership27,588 shares
Latest Disclosed Value $ 799,770
Global Financial Private Client, LLC reports 6.05% increase in ownership of T / AT&T Inc.

On April 20, 2026 - Global Financial Private Client, LLC filed a 13F-HR form disclosing ownership of 27,588 shares of AT&T Inc. (CH:T) valued at $799,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 26,013 shares of AT&T Inc.. This represents a change in shares of 6.05% 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)
2026-04-20 2026-03-31 13F AT&T COM 00206R102 27,588 1,575 6.05 800 23.68 0.2073
2026-01-27 2025-12-31 13F AT&T COM 00206R102 26,013 14,530 126.53 646 99.38 0.2265
2025-10-21 2025-09-30 13F AT&T COM 00206R102 11,483 -1,252 -9.83 324 -11.96 0.1155
2025-07-10 2025-06-30 13F AT&T COM 00206R102 12,735 139 1.10 369 3.37 0.1382
2025-04-08 2025-03-31 13F AT&T INC COM Stock 00206R102 12,596 281 2.28 356 27.14 0.1361
2025-01-14 2024-12-31 13F AT&T INC COM Stock 00206R102 12,315 116 0.95 280 4.48 0.1052
2024-10-07 2024-09-30 13F AT&T INC COM Stock 00206R102 12,199 758 6.63 268 22.94 0.1046
2024-07-29 2024-06-30 13F AT&T INC COM Stock 00206R102 11,441 3 0.03 219 9.00 0.0914
2024-05-16 2024-03-31 13F AT&T INC COM Stock 00206R102 11,438 4 0.03 200 4.71 0.0861
2024-05-16 2023-12-31 13F AT&T INC COM Stock 00206R102 11,434 -7,747 -40.39 192 -32.03 0.0898
2024-05-16 2023-09-30 13F AT&T INC COM Stock 00206R102 19,181 -164 -0.85 281 -9.65 0.1454
2024-05-16 2023-06-30 13F AT&T INC COM Stock 00206R102 19,345 25 0.13 312 -16.84 0.1534
2024-05-16 2023-03-31 13F AT&T INC COM Stock 00206R102 19,320 2 0.01 375 5.35 0.1932
2024-05-16 2022-12-31 13F AT&T INC COM Stock 00206R102 19,318 1,649 9.33 356 26.79 0.1991
2024-05-16 2022-09-30 13F AT&T INC COM Stock 00206R102 17,669 4,983 39.28 281 3.70 0.1618
2024-05-16 2022-06-30 13F AT&T INC COM Stock 00206R102 12,686 -58 -0.46 270 -11.48 0.1526
2024-05-16 2022-03-31 13F AT&T INC COM Stock 00206R102 12,744 5,006 64.69 306 60.53 0.1478
2024-05-16 2021-12-31 13F AT&T INC COM Stock 00206R102 7,738 -3,101 -28.61 190 -35.37 0.0920
2024-05-16 2021-09-30 13F AT&T INC COM Stock 00206R102 10,839 99 0.92 294 -5.77 0.1514
2024-05-16 2021-06-30 13F AT&T INC COM Stock 00206R102 10,740 112 1.05 313 -3.41 0.1746
2024-05-16 2021-03-31 13F AT&T INC COM Stock 00206R102 10,628 -1,077 -9.20 324 -3.87 0.2323
2024-05-16 2020-12-31 13F AT&T INC COM Stock 00206R102 11,705 -3,077 -20.82 337 -20.19 0.2673
2024-05-16 2020-09-30 13F AT&T INC COM Stock 00206R102 14,782 -2,758 -15.72 421 -19.66 0.3656
2024-05-16 2020-06-30 13F AT&T INC COM Stock 00206R102 17,540 -1,824 -9.42 524 -3.50 0.4564
2024-05-15 2020-03-31 13F AT&T INC COM Stock 00206R102 19,364 125 0.65 543 -27.70 0.5750
2024-05-15 2019-12-31 13F AT&T INC COM Stock 00206R102 19,239 19,239 752 0.6295
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.