AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionTeamwork Financial Advisors, LLC
Latest Disclosed Ownership23,150 shares
Latest Disclosed Value $ 671,108
Teamwork Financial Advisors, LLC reports 5.29% increase in ownership of T / AT&T Inc.

On April 9, 2026 - Teamwork Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 23,150 shares of AT&T Inc. (CH:T) valued at $671,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 21,987 shares of AT&T Inc.. This represents a change in shares of 5.29% 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)
2026-04-09 2026-03-31 13F AT&T COM 00206R102 23,150 1,163 5.29 671 22.89 0.0709
2026-01-09 2025-12-31 13F AT&T COM 00206R102 21,987 -82 -0.37 546 -12.36 0.0552
2025-10-08 2025-09-30 13F AT&T COM 00206R102 22,069 230 1.05 623 -1.42 0.0642
2025-07-07 2025-06-30 13F AT&T COM 00206R102 21,839 -324 -1.46 632 0.96 0.0732
2025-04-10 2025-03-31 13F AT&T COM 00206R102 22,163 180 0.82 627 25.20 0.0835
2025-01-17 2024-12-31 13F AT&T COM 00206R102 21,983 -260 -1.17 501 2.25 0.0650
2024-10-16 2024-09-30 13F AT&T COM 00206R102 22,243 -654 -2.86 489 11.90 0.0678
2024-08-06 2024-06-30 13F AT&T COM 00206R102 22,897 -346 -1.49 438 6.85 0.0648
2024-04-19 2024-03-31 13F AT&T COM 00206R102 23,243 996 4.48 409 9.65 0.0629
2024-01-19 2023-12-31 13F AT&T COM 00206R102 22,247 -1,648 -6.90 373 4.19 0.0641
2023-10-31 2023-09-30 13F AT&T COM 00206R102 23,895 1,206 5.32 359 -0.83 0.0586
2023-07-17 2023-06-30 13F AT&T COM 00206R102 22,689 -1,108 -4.66 362 -21.18 0.0588
2023-04-06 2023-03-31 13F AT&T COM 00206R102 23,797 -3,476 -12.75 458 -8.76 0.0847
2023-01-17 2022-12-31 13F AT&T COM 00206R102 27,273 2,016 7.98 502 29.72 0.1011
2022-10-12 2022-09-30 13F AT&T COM 00206R102 25,257 1,990 8.55 387 -20.70 0.0834
2022-07-22 2022-06-30 13F AT&T COM 00206R102 23,267 382 1.67 488 -9.80 0.1066
2022-04-18 2022-03-31 13F AT&T COM 00206R102 22,885 -7,111 -23.71 541 -26.69 0.1008
2022-01-31 2021-12-31 13F AT&T COM 00206R102 29,996 -6,416 -17.62 738 -24.92 0.1356
2021-10-13 2021-09-30 13F AT&T COM 00206R102 36,412 -1,099 -2.93 983 -8.98 0.1943
2021-07-13 2021-06-30 13F AT&T COM 00206R102 37,511 -817 -2.13 1,080 -6.90 0.2205
2021-04-12 2021-03-31 13F AT&T COM 00206R102 38,328 -6,050 -13.63 1,160 -9.09 0.2720
2021-02-08 2020-12-31 13F AT&T COM 00206R102 44,378 -918 -2.03 1,276 -1.16 0.3033
2020-10-15 2020-09-30 13F AT&T COM 00206R102 45,296 6,497 16.75 1,291 10.06 0.4000
2020-07-13 2020-06-30 13F AT&T COM 00206R102 38,799 20,394 110.81 1,173 118.44 0.4201
2020-05-04 2020-03-31 13F AT&T COM 00206R102 18,405 -1,545 -7.74 537 -31.15 0.3330
2020-02-13 2019-12-31 13F AT&T COM 00206R102 19,950 19,950 780 0.4668
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.