AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership20,154 shares
Latest Disclosed Value $ 584,270
TRUE Private Wealth Advisors reports 8.77% increase in ownership of T / AT&T Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 20,154 shares of AT&T Inc. (CH:T) valued at $584,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,529 shares of AT&T Inc.. This represents a change in shares of 8.77% 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)
2026-05-15 2026-03-31 13F AT&T COM 00206R102 20,154 1,625 8.77 584 26.96 0.0557
2026-02-13 2025-12-31 13F AT&T COM 00206R102 18,529 -39 -0.21 460 -12.21 0.0461
2025-11-14 2025-09-30 13F AT&T COM 00206R102 18,568 1,767 10.52 524 7.82 0.0535
2025-08-11 2025-06-30 13F AT&T COM 00206R102 16,801 4,148 32.78 486 36.13 0.0546
2025-05-15 2025-03-31 13F AT&T COM 00206R102 12,653 948 8.10 358 34.21 0.0435
2025-02-13 2024-12-31 13F AT&T COM 00206R102 11,705 167 1.45 267 5.14 0.0324
2024-11-14 2024-09-30 13F AT&T COM 00206R102 11,538 -3,201 -21.72 254 -9.96 0.0303
2024-07-16 2024-06-30 13F AT&T COM 00206R102 14,739 -377 -2.49 282 5.64 0.0319
2024-04-25 2024-03-31 13F AT&T COM 00206R102 15,116 1,301 9.42 266 15.15 0.0305
2024-01-30 2023-12-31 13F AT&T COM 00206R102 13,815 -1,752 -11.25 232 -0.86 0.0293
2023-11-13 2023-09-30 13F AT&T COM 00206R102 15,567 -2,244 -12.60 234 -17.96 0.0325
2023-08-11 2023-06-30 13F AT&T COM 00206R102 17,811 -1,010 -5.37 284 -21.55 0.0420
2023-05-11 2023-03-31 13F AT&T COM 00206R102 18,821 -435 -2.26 362 2.26 0.0536
2023-02-14 2022-12-31 13F AT&T COM 00206R102 19,256 206 1.08 354 21.23 0.0546
2022-11-04 2022-09-30 13F ATT INC COM COM 00206R102 19,050 33 0.17 292 -26.63 0.0442
2022-07-28 2022-06-30 13F ATT INC COM COM 00206R102 19,017 -79 -0.41 398 4.74 0.0579
2022-05-09 2022-03-31 13F ATT INC COM COM 00206R102 19,096 -20,997 -52.37 380 -61.46 0.0535
2022-02-11 2021-12-31 13F AT T INC COM COM 00206R102 40,093 -1,160 -2.81 986 -11.49 0.1403
2021-11-05 2021-09-30 13F AT T COM 00206R102 41,253 -98,116 -70.40 1,114 -72.23 0.1621
2021-08-10 2021-06-30 13F AT&T COM 00206R102 139,369 6,291 4.73 4,011 -0.42 0.5958
2021-05-12 2021-03-31 13F AT T COM 00206R102 133,078 23,015 20.91 4,028 27.27 0.6510
2021-01-11 2020-12-31 13F AT&T COM 00206R102 110,063 -1,243 -1.12 3,165 -0.25 0.5304
2020-10-09 2020-09-30 13F AT&T COM 00206R102 111,306 -17,309 -13.46 3,173 -18.39 0.5420
2020-07-07 2020-06-30 13F AT&T COM 00206R102 128,615 6,198 5.06 3,888 8.97 0.7113
2020-04-20 2020-03-31 13F AT&T COM 00206R102 122,417 58,049 90.18 3,568 41.87 0.7599
2020-01-27 2019-12-31 13F AT&T COM 00206R102 64,368 8,604 15.43 2,515 19.19 0.3856
2019-10-09 2019-09-30 13F AT&T COM 00206R102 55,764 3,423 6.54 2,110 20.37 0.3644
2019-08-01 2019-06-30 13F AT&T COM 00206R102 52,341 471 0.91 1,753 7.81 0.2987
2019-04-25 2019-03-31 13F AT&T COM 00206R102 51,870 -2,067 -3.83 1,626 5.65 0.3099
2019-01-14 2018-12-31 13F AT&T COM 00206R102 53,937 -563 -1.03 1,539 -99.92 0.2715
2018-10-18 2018-09-30 13F AT&T COM 00206R102 54,500 1,714 3.25 1,830,114 107,935.06 0.2575
2018-07-13 2018-06-30 13F AT&T COM 00206R102 52,786 12,275 30.30 1,694 17.31 0.2657
2018-04-25 2018-03-31 13F AT&T COM 00206R102 40,511 -802 -1.94 1,444 -10.09 0.2479
2018-01-19 2017-12-31 13F AT&T COM 00206R102 41,313 9,356 29.28 1,606 28.38 0.2783
2017-10-27 2017-09-30 13F AT&T COM 00206R102 31,957 -8 -0.03 1,251 3.73 0.2819
2017-08-07 2017-06-30 13F AT&T COM 00206R102 31,965 43 0.13 1,206 -6.87 0.2795
2017-04-20 2017-03-31 13F AT&T COM 00206R102 31,922 -201 -0.63 1,295 -4.15 0.2962
2017-02-14 2016-12-31 13F AT&T COM 00206R102 32,123 -7,895 -19.73 1,351 -14.22 0.3299
2016-11-08 2016-09-30 13F AT&T COM 00206R102 40,018 -9,475 -19.14 1,575 -26.33 0.5050
2016-08-01 2016-06-30 13F AT&T COM 00206R102 49,493 17 0.03 2,138 10.32 0.7152
2016-06-16 2016-03-31 13F/A-1 AT&T COM 00206R102 49,476 2,339 4.96 1,938 19.48 0.7536
2016-05-11 2016-03-31 13F AT&T COM 00206R102 49,476 1,938
2016-03-16 2015-12-31 13F AT&T COM 00206R102 47,137 47,137 1,622 0.7137
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.