AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership288,882 shares
Latest Disclosed Value $ 7,175,831
Global Retirement Partners, LLC reports 55.51% increase in ownership of T / AT&T Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 288,882 shares of AT&T Inc. (CH:T) valued at $7,175,831 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 185,769 shares of AT&T Inc.. This represents a change in shares of 55.51% 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)
2026-02-06 2025-12-31 13F AT&T COM 00206R102 288,882 103,113 55.51 7,176 36.77 0.1273
2025-10-21 2025-09-30 13F AT&T COM 00206R102 185,769 28,837 18.38 5,246 15.53 0.1174
2025-08-12 2025-06-30 13F AT&T COM 00206R102 156,932 20,773 15.26 4,542 46.48 0.1126
2025-01-31 2024-12-31 13F AT&T COM 00206R102 136,159 4,205 3.19 3,100 6.82 0.0888
2024-10-16 2024-09-30 13F AT&T COM 00206R102 131,954 -12,422 -8.60 2,903 5.18 0.0877
2024-07-23 2024-06-30 13F AT&T COM 00206R102 144,376 9,558 7.09 2,759 16.32 0.0864
2024-04-23 2024-03-31 13F AT&T COM 00206R102 134,818 -2,075 -1.52 2,373 5.42 0.0885
2024-01-18 2023-12-31 13F AT&T COM 00206R102 136,893 -21,802 -13.74 2,251 -3.18 0.0942
2023-10-13 2023-09-30 13F AT&T COM 00206R102 158,695 -6,182 -3.75 2,325 -11.60 0.1171
2023-07-20 2023-06-30 13F AT&T COM 00206R102 164,877 12,182 7.98 2,630 0.77 0.1284
2023-05-08 2023-03-31 13F AT&T COM 00206R102 152,695 31,497 25.99 2,610 16.94 0.1386
2023-02-13 2022-12-31 13F AT&T COM 00206R102 121,198 15,259 14.40 2,231 15.54 0.1533
2022-11-03 2022-09-30 13F AT&T COM 00206R102 105,939 1,747 1.68 1,931 -11.58 0.1462
2022-07-15 2022-06-30 13F AT&T COM 00206R102 104,192 149 0.14 2,184 -0.82 0.1754
2022-07-14 2022-03-31 13F AT&T COM 00206R102 104,043 104,043 2,202 0.1731
2022-01-21 2021-12-31 13F AT&T COM 00206R102 0 -44,468 -100.00 0 -100.00
2021-10-22 2021-09-30 13F AT&T COM 00206R102 44,468 507 1.15 1,201 -5.06 0.1188
2021-07-15 2021-06-30 13F AT&T COM 00206R102 43,961 -2,924 -6.24 1,265 -10.85 0.1296
2021-04-14 2021-03-31 13F AT&T COM 00206R102 46,885 1,721 3.81 1,419 9.24 0.1661
2021-01-13 2020-12-31 13F AT&T COM 00206R102 45,164 4,690 11.59 1,299 12.56 0.1627
2020-10-09 2020-09-30 13F AT&T COM 00206R102 40,474 -1,128 -2.71 1,154 -8.27 0.1689
2020-07-13 2020-06-30 13F AT&T COM 00206R102 41,602 6,778 19.46 1,258 23.94 0.2007
2020-04-28 2020-03-31 13F AT&T COM 00206R102 34,824 -171 -0.49 1,015 -25.80 0.1920
2020-01-23 2019-12-31 13F AT&T COM 00206R102 34,995 -597 -1.68 1,368 1.56 0.2095
2019-11-19 2019-09-30 13F AT&T COM 00206R102 35,592 560 1.60 1,347 14.74 0.2214
2019-11-19 2019-06-30 13F AT&T COM 00206R102 35,032 14,086 67.25 1,174 78.69 0.2248
2019-05-07 2019-03-31 13F AT&T COM 00206R102 20,946 2,310 12.40 657 23.50 0.1589
2019-02-22 2018-12-31 13F AT&T COM 00206R102 18,636 312 1.70 532 -13.50 0.1360
2018-10-17 2018-09-30 13F AT&T COM 00206R102 18,324 17 0.09 615 4.59 0.1390
2018-08-13 2018-06-30 13F AT&T COM 00206R102 18,307 -1,649 -8.26 588 -17.30 0.1487
2018-08-10 2018-03-31 13F AT&T COM 00206R102 19,956 114 0.57 711 -7.78 0.1960
2018-08-13 2017-12-31 13F AT&T COM 00206R102 19,842 6,029 43.65 771 42.51 0.2119
2018-08-10 2017-09-30 13F AT&T COM 00206R102 13,813 1,917 16.11 541 20.49 0.2237
2018-08-10 2017-06-30 13F AT&T COM 00206R102 11,896 248 2.13 449 -7.23 0.2111
2018-08-10 2017-03-31 13F AT&T COM 00206R102 11,648 -719 -5.81 484 -7.98 0.2706
2018-08-10 2016-12-31 13F AT&T COM 00206R102 12,367 12,367 526 0.3534
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.