AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionWorld Equity Group, Inc.
Latest Disclosed Ownership31,166 shares
Latest Disclosed Value $ 903,562
World Equity Group, Inc. reports 110.31% increase in ownership of T / AT&T Inc.

On May 6, 2026 - World Equity Group, Inc. filed a 13F-HR form disclosing ownership of 31,166 shares of AT&T Inc. (CH:T) valued at $903,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 14,819 shares of AT&T Inc.. This represents a change in shares of 110.31% 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)
2026-05-06 2026-03-31 13F AT&T COM 00206R102 31,166 16,347 110.31 904 145.38 0.2340
2026-01-12 2025-12-31 13F AT&T COM 00206R102 14,819 -1,084 -6.82 368 -18.04 0.1028
2025-10-24 2025-09-30 13F AT&T COM 00206R102 15,903 -9,283 -36.86 449 -38.32 0.1019
2025-07-15 2025-06-30 13F AT&T COM 00206R102 25,186 10,330 69.53 729 88.60 0.1988
2025-04-22 2025-03-31 13F AT&T COM 00206R102 14,856 3,331 28.90 386 47.33 0.1104
2025-02-04 2024-12-31 13F AT&T COM 00206R102 11,525 1,168 11.28 262 15.42 0.0563
2024-10-30 2024-09-30 13F AT&T COM 00206R102 10,357 -1,384 -11.79 228 1.34 0.0823
2024-07-18 2024-06-30 13F AT&T COM 00206R102 11,741 -265 -2.21 224 6.16 0.0670
2024-07-18 2024-03-31 13F AT&T COM 00206R102 12,006 -6,163 -33.92 211 -29.19 0.0434
2024-07-22 2023-12-31 13F AT&T COM 00206R102 18,169 1,289 7.64 298 17.79 0.0598
2024-07-22 2023-09-30 13F AT&T COM 00206R102 16,880 -5,919 -25.96 254 -30.30 0.0527
2024-08-26 2023-06-30 13F AT&T COM 00206R102 22,799 22,799 364 0.1071
2024-08-26 2023-03-31 13F AT&T COM 00206R102 0 -25,378 -100.00 0 -100.00
2024-09-06 2022-12-31 13F AT&T COM 00206R102 25,378 -215 -0.84 467 19.13 0.1109
2024-09-06 2022-09-30 13F AT&T COM 00206R102 25,593 -12,750 -33.25 393 -51.18 0.0993
2024-09-06 2022-06-30 13F AT&T COM 00206R102 38,343 -1,052 -2.67 804 -13.66 0.2019
2024-09-06 2022-03-31 13F AT&T COM 00206R102 39,395 39,395 931 0.2007
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.