AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership9,445 shares
Latest Disclosed Value $ 273,810
Harwood Advisory Group, LLC reports 0.06% increase in ownership of T / AT&T Inc.

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 9,445 shares of AT&T Inc. (CH:T) valued at $273,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 9,439 shares of AT&T Inc.. This represents a change in shares of 0.06% 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)
2026-05-01 2026-03-31 13F AT&T COM 00206R102 9,445 6 0.06 274 16.67 0.0853
2026-01-22 2025-12-31 13F AT&T COM 00206R102 9,439 -3,402 -26.49 234 -35.36 0.0728
2025-10-16 2025-09-30 13F AT&T COM 00206R102 12,841 416 3.35 363 0.84 0.1152
2025-08-14 2025-06-30 13F AT&T COM 00206R102 12,425 454 3.79 360 31.99 0.1244
2025-08-18 2025-03-31 13F AT&T COM 00206R102 11,971 0 0.00 273 0.00 0.0916
2025-09-02 2024-12-31 13F/A-1 AT&T COM 00206R102 11,971 -877 -6.83 273 -3.55 0.0916
2025-08-15 2024-12-31 13F AT&T COM 00206R102 11,971 -877 273 0.0916
2024-11-08 2024-09-30 13F AT&T COM 00206R102 12,848 -6 -0.05 283 15.10 0.0776
2024-08-08 2024-06-30 13F AT&T COM 00206R102 12,854 -583 -4.34 246 3.81 0.1220
2024-05-13 2024-03-31 13F AT&T COM 00206R102 13,437 -796 -5.59 236 -0.84 0.0659
2024-02-07 2023-12-31 13F AT&T COM 00206R102 14,233 -562 -3.80 239 7.21 0.0641
2023-11-07 2023-09-30 13F AT&T COM 00206R102 14,795 103 0.70 222 -0.45 0.0598
2023-07-12 2023-06-30 13F AT&T COM 00206R102 14,692 1,890 14.76 224 -11.86 0.0576
2023-04-18 2023-03-31 13F AT&T COM 00206R102 12,802 -2,769 -17.78 253 -16.78 0.0686
2023-01-17 2022-12-31 13F AT&T COM 00206R102 15,571 -1,068 -6.42 304 19.22 0.0788
2022-10-18 2022-09-30 13F AT&T COM 00206R102 16,639 -317 -1.87 255 -18.01 0.0637
2022-08-03 2022-06-30 13F AT&T COM 00206R102 16,956 -2,699 -13.73 311 -32.97 0.0629
2022-05-04 2022-03-31 13F AT&T COM 00206R102 19,655 -889 -4.33 464 -16.40 0.0762
2022-01-21 2021-12-31 13F AT&T COM 00206R102 20,544 -2,497 -10.84 555 -10.77 0.0876
2021-10-27 2021-09-30 13F AT&T COM 00206R102 23,041 -2,308 -9.10 622 -14.79 0.0995
2021-08-12 2021-06-30 13F AT&T COM 00206R102 25,349 -4,881 -16.15 730 -20.22 0.1188
2021-05-17 2021-03-31 13F AT&T COM 00206R102 30,230 -5,058 -14.33 915 -9.76 0.1597
2021-02-16 2020-12-31 13F AT&T COM 00206R102 35,288 -7,895 -18.28 1,014 -17.63 0.1904
2020-10-16 2020-09-30 13F AT&T INC COM COM 00206R102 43,183 -47,416 -52.34 1,231 -55.04 0.2660
2020-08-06 2020-06-30 13F AT&T INC COM USD1 COM 00206R102 90,599 3,087 3.53 2,738 7.37 0.6973
2020-05-01 2020-03-31 13F AT&T INC COM COM 00206R102 87,512 1,307 1.52 2,550 -24.31 0.8108
2020-02-14 2019-12-31 13F AT&T COM 00206R102 86,205 3,868 4.70 3,369 8.12 0.8977
2019-10-16 2019-09-30 13F AT&T COM 00206R102 82,337 4,654 5.99 3,116 19.71 0.9222
2019-08-07 2019-06-30 13F AT&T COM 00206R102 77,683 1,584 2.08 2,603 9.09 0.8057
2019-05-01 2019-03-31 13F AT&T COM 00206R102 76,099 7,146 10.36 2,386 21.24 0.7860
2019-01-25 2018-12-31 13F AT&T COM 00206R102 68,953 5,496 8.66 1,968 -7.34 1.3737
2018-10-23 2018-09-30 13F AT&T COM 00206R102 63,457 19,603 44.70 2,124 50.85 1.1884
2018-08-16 2018-06-30 13F AT&T COM 00206R102 43,854 15,366 53.94 1,408 38.58 0.9150
2018-05-08 2018-03-31 13F AT&T COM 00206R102 28,488 5,882 26.02 1,016 15.59 0.7354
2018-02-13 2017-12-31 13F AT&T INC COM COM 00206R102 22,606 4,449 24.50 879 23.63 0.3763
2017-11-09 2017-09-30 13F AT&T INC COM COM 00206R102 18,157 -173 -0.94 711 2.75 0.6877
2017-07-17 2017-06-30 13F AT&T INC COM COM 00206R102 18,330 -1,686 -8.42 692 -16.83 0.3823
2017-04-24 2017-03-31 13F AT&T INC COM COM 00206R102 20,016 660 3.41 832 1.09 0.4827
2017-01-09 2016-12-31 13F AT&T INC COM COM 00206R102 19,356 719 3.86 823 8.72 0.5526
2016-10-14 2016-09-30 13F AT&T INC COM COM 00206R102 18,637 359 1.96 757 -4.18 0.5848
2016-08-11 2016-06-30 13F AT&T INC COM COM 00206R102 18,278 18,278 790 0.6742
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.