AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionPhillips Wealth Planners LLC
Latest Disclosed Ownership28,526 shares
Latest Disclosed Value $ 709,429
Phillips Wealth Planners LLC reports 41.11% increase in ownership of T / AT&T Inc.

On May 14, 2026 - Phillips Wealth Planners LLC filed a 13F-HR form disclosing ownership of 28,526 shares of AT&T Inc. (CH:T) valued at $709,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 20,216 shares of AT&T Inc.. This represents a change in shares of 41.11% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F AT&T COM 00206R102 28,526 8,310 41.11 709 49.26 0.5338
2026-02-10 2025-12-31 13F AT&T COM 00206R102 20,216 -1,846 -8.37 475 -16.67 0.3812
2025-11-07 2025-09-30 13F AT&T COM 00206R102 22,062 14,246 182.27 571 157.92 0.4739
2025-07-11 2025-06-30 13F AT&T COM 00206R102 7,816 -1,236 -13.65 221 -8.68 0.2004
2025-04-23 2025-03-31 13F AT&T COM 00206R102 9,052 -1,439 -13.72 243 6.61 0.2563
2025-01-17 2024-12-31 13F AT&T COM 00206R102 10,491 265 2.59 228 2.25 0.2272
2024-10-29 2024-09-30 13F AT&T COM 00206R102 10,226 -1,266 -11.02 222 3.26 0.2126
2024-08-02 2024-06-30 13F AT&T COM 00206R102 11,492 -1,474 -11.37 215 3.37 0.2270
2024-04-29 2024-03-31 13F AT&T COM 00206R102 12,966 2,760 27.04 209 24.55 0.2399
2024-02-12 2023-12-31 13F AT&T COM 00206R102 10,206 -2,856 -21.86 167 -16.08 0.2016
2023-10-30 2023-09-30 13F AT&T COM 00206R102 13,062 -2,476 -15.94 199 -19.43 0.2698
2023-07-26 2023-06-30 13F AT&T COM 00206R102 15,538 354 2.33 248 -6.79 0.3250
2023-05-15 2023-03-31 13F AT&T COM 00206R102 15,184 15,184 266 0.3513
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.