AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership14,926 shares
Latest Disclosed Value $ 432,694
Prestige Wealth Management Group LLC reports 0.28% increase in ownership of T / AT&T Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 14,926 shares of AT&T Inc. (CH:T) valued at $432,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,884 shares of AT&T Inc.. This represents a change in shares of 0.28% 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)
2026-05-13 2026-03-31 13F AT&T COM 00206R102 14,926 42 0.28 433 17.07 0.0832
2026-02-11 2025-12-31 13F AT&T COM 00206R102 14,884 -20,708 -58.18 370 -63.28 0.0705
2026-02-20 2025-09-30 13F/A-1 AT&T COM 00206R102 35,592 1,026 2.97 1,005 0.50 0.1939
2025-11-10 2025-09-30 13F AT&T COM 00206R102 35,592 1,026 1,005 0.1939
2026-02-20 2025-06-30 13F/A-1 AT&T COM 00206R102 34,566 -6,161 -15.13 1,000 -13.12 0.2038
2025-08-14 2025-06-30 13F AT&T COM 00206R102 34,566 -6,161 1,000 0.2038
2026-02-20 2025-03-31 13F/A-1 AT&T COM 00206R102 40,727 742 1.86 1,152 26.48 0.2462
2025-05-12 2025-03-31 13F AT&T COM 00206R102 40,727 742 1,152 0.2462
2026-02-20 2024-12-31 13F/A-1 AT&T COM 00206R102 39,985 -6,656 -14.27 910 -11.31 0.1893
2025-02-12 2024-12-31 13F AT&T COM 00206R102 39,985 -6,656 910 0.1893
2026-02-20 2024-09-30 13F/A-1 AT&T COM 00206R102 46,641 1,072 2.35 1,026 17.93 0.2122
2024-11-15 2024-09-30 13F AT&T COM 00206R102 46,641 1,072 1,026 0.2122
2026-02-20 2024-06-30 13F/A-1 AT&T COM 00206R102 45,569 507 1.13 871 9.71 0.1880
2024-08-06 2024-06-30 13F AT&T COM 00206R102 45,569 507 871 0.1880
2024-04-26 2024-03-31 13F AT&T COM 00206R102 45,062 -6,017 -11.78 793 -7.47 0.1709
2024-04-26 2023-12-31 13F/A-1 AT&T COM 00206R102 51,079 7,024 15.94 857 29.65 0.1945
2024-02-08 2023-12-31 13F AT&T COM 00206R102 51,079 7,024 857 0.1605
2024-04-26 2023-09-30 13F/A-1 AT&T COM 00206R102 44,055 4,449 11.23 662 4.75 0.1631
2023-11-14 2023-09-30 13F AT&T COM 00206R102 44,055 4,449 662 0.1631
2024-04-26 2023-06-30 13F/A-1 AT&T COM 00206R102 39,606 21,505 118.81 632 81.32 0.1497
2023-08-11 2023-06-30 13F AT&T COM 00206R102 39,606 21,505 632 0.1497
2024-04-26 2023-03-31 13F/A-1 AT&T COM 00206R102 18,101 1,757 10.75 348 16.00 0.0876
2023-05-16 2023-03-31 13F AT&T COM 00206R102 18,101 1,757 348 0.0858
2023-02-08 2022-12-31 13F AT&T COM 00206R102 16,344 -599 -3.54 301 15.38 0.0784
2022-11-01 2022-09-30 13F AT&T COM 00206R102 16,943 212 1.27 260 -25.71 0.0731
2022-08-10 2022-06-30 13F AT&T COM 00206R102 16,731 -2,278 -11.98 350 -22.05 0.0949
2022-05-05 2022-03-31 13F AT&T COM 00206R102 19,009 -10,035 -34.55 449 -37.20 0.1105
2022-02-15 2021-12-31 13F AT&T COM 00206R102 29,044 -944 -3.15 715 -11.73 0.1708
2021-11-12 2021-09-30 13F AT&T COM 00206R102 29,988 4,761 18.87 810 11.57 0.2073
2021-08-12 2021-06-30 13F AT&T COM 00206R102 25,227 -2,776 -9.91 726 -14.39 0.1927
2021-05-13 2021-03-31 13F AT&T COM 00206R102 28,003 -1,204 -4.12 848 0.95 0.2319
2021-02-17 2020-12-31 13F AT&T COM 00206R102 29,207 1,703 6.19 840 7.14 0.2302
2020-10-26 2020-09-30 13F AT&T COM 00206R102 27,504 1,044 3.95 784 -2.00 0.2368
2020-08-13 2020-06-30 13F AT&T COM 00206R102 26,460 987 3.87 800 7.67 0.2821
2020-05-15 2020-03-31 13F AT&T COM 00206R102 25,473 6,945 37.48 743 2.62 0.3133
2020-01-28 2019-12-31 13F AT&T COM 00206R102 18,528 -1,704 -8.42 724 -5.48 0.3962
2019-11-14 2019-09-30 13F AT&T COM 00206R102 20,232 1,992 10.92 766 25.37 0.4483
2019-08-16 2019-06-30 13F AT&T COM 00206R102 18,240 11 0.06 611 7.01 0.3695
2019-08-16 2019-03-31 13F AT&T COM 00206R102 18,229 -833 -4.37 571 4.96 0.3507
2019-04-16 2018-12-31 13F A T & T Inc COM 00206R102 19,062 19,062 544 0.4006
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.