AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionLloyd Advisory Services, LLC.
Latest Disclosed Ownership3,920 shares
Latest Disclosed Value $ 113,645
Lloyd Advisory Services, LLC. reports 63.96% decrease in ownership of T / AT&T Inc.

On May 13, 2026 - Lloyd Advisory Services, LLC. filed a 13F-HR form disclosing ownership of 3,920 shares of AT&T Inc. (MX:T) valued at $113,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,876 shares of AT&T Inc.. This represents a change in shares of -63.96% 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.

Upgrade to unlock premium data and export to Excel .

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 3,920 -6,956 -63.96 114 -58.15 0.0323
2026-02-06 2025-12-31 13F AT&T COM 00206R102 10,876 -1,718 -13.64 270 -23.94 0.1048
2025-10-30 2025-09-30 13F AT&T COM 00206R102 12,594 -4,364 -25.73 356 -27.55 0.1674
2025-07-16 2025-06-30 13F AT&T COM 00206R102 16,958 -1,081 -5.99 491 -3.92 0.2371
2025-04-14 2025-03-31 13F AT&T COM 00206R102 18,039 -1,075 -5.62 510 17.24 0.2562
2025-02-03 2024-12-31 13F AT&T COM 00206R102 19,114 -1,970 -9.34 435 -6.05 0.2062
2024-10-10 2024-09-30 13F AT&T COM 00206R102 21,084 -2,778 -11.64 464 1.54 0.2242
2024-08-05 2024-06-30 13F AT&T COM 00206R102 23,862 -80,003 -77.03 456 -75.05 0.2147
2024-04-12 2024-03-31 13F AT&T COM 00206R102 103,865 77,072 287.66 1,828 307.13 0.3900
2024-02-13 2023-12-31 13F AT&T COM 00206R102 26,793 -16,020 -37.42 450 -30.17 0.2130
2023-11-13 2023-09-30 13F AT&T COM 00206R102 42,813 32,121 300.42 643 0.2116
2023-01-27 2022-12-31 13F AT&T COM 00206R102 10,692 10,692 0 0.1370
2022-11-02 2022-09-30 13F AT&T COM 00206R102 0 -14,776 -100.00 0 -100.00
2022-08-15 2022-06-30 13F AT&T COM 00206R102 14,776 -1,256 -7.83 310 -17.99 0.2414
2022-05-02 2022-03-31 13F AT&T COM 00206R102 16,032 6,148 62.20 378 55.56 0.1761
2022-01-26 2021-12-31 13F AT&T COM 00206R102 9,884 281 2.93 243 -6.18 0.1120
2021-10-21 2021-09-30 13F AT&T COM 00206R102 9,603 736 8.30 259 1.57 0.1332
2021-08-09 2021-06-30 13F AT&T COM 00206R102 8,867 -1,610 -15.37 255 -19.56 0.1288
2021-05-04 2021-03-31 13F AT&T COM 00206R102 10,477 -2,417 -18.75 317 -14.56 0.1724
2021-02-04 2020-12-31 13F AT&T COM 00206R102 12,894 -1,099 -7.85 371 -7.02 0.2029
2020-10-28 2020-09-30 13F AT&T COM 00206R102 13,993 -711 -4.84 399 -10.34 0.2425
2020-08-07 2020-06-30 13F AT&T COM 00206R102 14,704 -590 -3.86 445 -0.22 0.2797
2020-06-03 2020-03-31 13F AT&T COM 00206R102 15,294 -2,933 -16.09 446 -37.36 0.3297
2020-02-12 2019-12-31 13F AT&T COM 00206R102 18,227 18,227 712 0.6479
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.