AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership34,230 shares
Latest Disclosed Value $ 992,324
Wealth Alliance Advisory Group, LLC reports 0.16% decrease in ownership of T / AT&T Inc.

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 34,230 shares of AT&T Inc. (CH:T) valued at $992,324 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 34,285 shares of AT&T Inc.. This represents a change in shares of -0.16% 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 34,230 -55 -0.16 992 16.57 0.1571
2026-01-29 2025-12-31 13F AT&T COM 00206R102 34,285 -2,522 -6.85 852 -18.09 0.1458
2025-10-14 2025-09-30 13F AT&T COM 00206R102 36,807 21 0.06 1,039 -2.35 0.1875
2025-07-07 2025-06-30 13F AT&T COM 00206R102 36,786 -934 -2.48 1,065 -0.19 0.2027
2025-04-10 2025-03-31 13F AT&T COM 00206R102 37,720 -405 -1.06 1,067 22.81 0.2212
2025-01-15 2024-12-31 13F AT&T COM 00206R102 38,125 48 0.13 868 3.70 0.1835
2024-10-18 2024-09-30 13F AT&T COM 00206R102 38,077 -27,981 -42.36 838 -33.68 0.1759
2024-07-30 2024-06-30 13F AT&T COM 00206R102 66,058 -2,255 -3.30 1,262 4.99 0.2843
2024-04-15 2024-03-31 13F AT&T COM 00206R102 68,313 127 0.19 1,202 5.07 0.2790
2024-01-10 2023-12-31 13F AT&T COM 00206R102 68,186 -1,829 -2.61 1,144 8.85 0.2988
2023-10-10 2023-09-30 13F AT&T COM 00206R102 70,015 4,482 6.84 1,052 0.57 0.3118
2023-07-13 2023-06-30 13F AT&T COM 00206R102 65,533 -1,069 -1.61 1,045 -18.49 0.3690
2023-05-02 2023-03-31 13F AT&T COM 00206R102 66,602 13,767 26.06 1,282 31.89 0.4796
2023-01-17 2022-12-31 13F AT&T COM 00206R102 52,835 10,161 23.81 973 48.40 0.3720
2022-10-12 2022-09-30 13F AT&T COM 00206R102 42,674 8,602 25.25 655 -8.26 0.2887
2022-07-08 2022-06-30 13F AT&T COM 00206R102 34,072 903 2.72 714 -8.93 0.3373
2022-04-18 2022-03-31 13F AT&T COM 00206R102 33,169 -761 -2.24 784 -6.11 0.3400
2022-01-13 2021-12-31 13F AT&T COM 00206R102 33,930 -11,052 -24.57 835 -31.28 0.3630
2021-10-08 2021-09-30 13F AT&T COM 00206R102 44,982 1,496 3.44 1,215 -2.96 0.5906
2021-07-13 2021-06-30 13F AT&T COM 00206R102 43,486 -64 -0.15 1,252 -5.01 0.6091
2021-04-28 2021-03-31 13F AT&T COM 00206R102 43,550 1,014 2.38 1,318 7.77 0.6759
2021-01-25 2020-12-31 13F AT&T COM 00206R102 42,536 -2,385 -5.31 1,223 -4.53 0.6613
2020-10-08 2020-09-30 13F AT&T COM 00206R102 44,921 -6,136 -12.02 1,281 -16.98 0.7579
2020-07-08 2020-06-30 13F AT&T COM 00206R102 51,057 -530 -1.03 1,543 2.59 0.9456
2020-04-15 2020-03-31 13F AT&T COM 00206R102 51,587 38 0.07 1,504 -25.36 1.1679
2020-01-24 2019-12-31 13F AT&T COM 00206R102 51,549 -1,402 -2.65 2,015 1.26 1.1503
2019-11-01 2019-09-30 13F AT&T COM 00206R102 52,951 -1,531 -2.81 1,990 8.33 1.2369
2019-07-17 2019-06-30 13F AT&T COM 00206R102 54,482 -4,650 -7.86 1,837 1.77 1.1324
2019-05-14 2019-03-31 13F AT&T COM 00206R102 59,132 -1,819 -2.98 1,805 3.74 1.1641
2019-01-26 2018-12-31 13F AT&T COM 00206R102 60,951 -2,549 -4.01 1,740 -18.39 1.3020
2018-10-19 2018-09-30 13F AT&T COM 00206R102 63,500 4,788 8.16 2,132 13.10 1.0907
2018-07-20 2018-06-30 13F AT&T COM 00206R102 58,712 5,176 9.67 1,885 -1.26 1.0334
2018-06-01 2018-03-31 13F AT&T COM 00206R102 53,536 10,360 23.99 1,909 13.70 1.1115
2018-04-11 2017-12-31 13F AT&T COM 00206R102 43,176 43,176 1,679 1.5074
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.