AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership18,190 shares
Latest Disclosed Value $ 527,341
Graves-Light Private Wealth Management, Inc. reports 3.71% decrease in ownership of T / AT&T Inc.

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 18,190 shares of AT&T Inc. (CH:T) valued at $527,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 18,890 shares of AT&T Inc.. This represents a change in shares of -3.71% 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)
2026-04-08 2026-03-31 13F AT&T COM 00206R102 18,190 -700 -3.71 527 12.37 0.0549
2026-01-09 2025-12-31 13F AT&T COM 00206R102 18,890 -417 -2.16 469 -13.94 0.0498
2025-10-07 2025-09-30 13F AT&T COM 00206R102 19,307 -1,338 -6.48 545 -8.71 0.0605
2025-07-09 2025-06-30 13F AT&T COM 00206R102 20,645 -1,064 -4.90 597 -2.61 0.0711
2025-04-09 2025-03-31 13F AT&T COM 00206R102 21,709 -3 -0.01 614 24.09 0.0754
2025-01-14 2024-12-31 13F AT&T COM 00206R102 21,712 1,711 8.55 494 12.27 0.0615
2024-11-14 2024-09-30 13F AT&T INC COM Stock 00206R102 20,001 -62 -0.31 440 15.79 0.0541
2024-08-14 2024-06-30 13F AT&T INC COM Stock 00206R102 20,063 0 0.00 381 7.65 0.0436
2024-05-13 2024-03-31 13F AT&T INC COM Stock 00206R102 20,063 -2,388 -10.64 353 -6.12 0.0409
2024-05-13 2023-12-31 13F/A-1 AT&T INC COM Stock 00206R102 22,451 -961 -4.10 377 11.24 0.0468
2024-02-09 2023-12-31 13F AT&T INC COM Stock 00206R102 22,451 -961 377 0.0468
2023-11-13 2023-09-30 13F AT&T INC COM Stock 00206R102 23,412 -1,651 -6.59 338 -15.29 0.0459
2023-08-14 2023-06-30 13F AT&T INC COM Stock 00206R102 25,063 1,045 4.35 400 -13.64 0.0540
2023-05-15 2023-03-31 13F AT&T INC COM Stock 00206R102 24,018 -1,075 -4.28 462 0.22 0.0716
2023-02-14 2022-12-31 13F AT&T INC COM Stock 00206R102 25,093 -1,342 -5.08 462 13.55 0.0711
2022-11-14 2022-09-30 13F AT&T COM 00206R102 26,435 -2,729 -9.36 406 -33.55 0.0677
2022-08-15 2022-06-30 13F AT&T INC COM Stock 00206R102 29,164 -1,736 -5.62 611 -16.30 0.0933
2022-05-13 2022-03-31 13F AT&T INC COM Stock 00206R102 30,900 -189 -0.61 730 -4.58 0.1019
2022-02-14 2021-12-31 13F AT&T INC COM Stock 00206R102 31,089 -911 -2.85 765 -11.46 0.1088
2021-11-15 2021-09-30 13F AT&T INC COM Stock 00206R102 32,000 32 0.10 864 -6.09 0.1364
2021-07-12 2021-06-30 13F AT&T INC COM Stock 00206R102 31,968 -5,142 -13.86 920 -18.08 0.1475
2021-04-09 2021-03-31 13F AT&T INC COM Stock 00206R102 37,110 101 0.27 1,123 5.55 0.1925
2021-02-04 2020-12-31 13F AT&T INC COM Stock 00206R102 37,009 -989 -2.60 1,064 -1.75 0.1984
2020-11-10 2020-09-30 13F AT&T COM 00206R102 37,998 -2,282 -5.67 1,083 -11.08 0.2396
2020-07-31 2020-06-30 13F AT&T COM 00206R102 40,280 -10,436 -20.58 1,218 -17.59 0.2854
2020-04-29 2020-03-31 13F AT&T COM 00206R102 50,716 3,871 8.26 1,478 -19.28 0.3984
2020-01-21 2019-12-31 13F AT&T COM 00206R102 46,845 -126 -0.27 1,831 1.27 0.3849
2019-11-12 2019-09-30 13F AT&T COM 00206R102 46,971 601 1.30 1,808 16.42 0.3989
2024-05-13 2019-06-30 13F/A-1 AT&T INC COM Stock 00206R102 46,370 5,487 13.42 1,554 21.14 0.3718
2019-07-24 2019-06-30 13F AT&T COM 00206R102 46,941 6,058 1,573 0.3681
2024-05-10 2019-03-31 13F/A-1 AT&T INC COM Stock 00206R102 40,883 4,114 11.19 1,282 22.21 0.3266
2019-04-11 2019-03-31 13F AT&T COM 00206R102 41,454 4,685 1,300 0.3216
2019-01-26 2018-12-31 13F AT&T COM 00206R102 36,769 36,769 1,049 0.3078
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.