AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership37,657 shares
Latest Disclosed Value $ 1,091,675
PDS Planning, Inc reports 16.92% increase in ownership of T / AT&T Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 37,657 shares of AT&T Inc. (US:T) valued at $1,091,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 32,208 shares of AT&T Inc.. This represents a change in shares of 16.92% during the quarter. The current value of the position is $886,822 USD.

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)
2026-04-21 2026-03-31 13F AT&T COM 00206R102 37,657 5,449 16.92 1,092 36.38 0.0720
2026-01-26 2025-12-31 13F AT&T COM 00206R102 32,208 -7,778 -19.45 800 -29.14 0.0534
2025-10-21 2025-09-30 13F AT&T COM 00206R102 39,986 677 1.72 1,129 -0.70 0.0781
2025-07-24 2025-06-30 13F AT&T COM 00206R102 39,309 2,627 7.16 1,138 9.64 0.0848
2025-04-24 2025-03-31 13F AT&T COM 00206R102 36,682 3,632 10.99 1,037 37.90 0.0874
2025-02-10 2024-12-31 13F AT&T COM 00206R102 33,050 1,470 4.65 753 8.36 0.0669
2024-10-30 2024-09-30 13F AT&T COM 00206R102 31,580 398 1.28 695 16.64 0.0623
2024-08-08 2024-06-30 13F AT&T COM 00206R102 31,182 1,118 3.72 596 12.48 0.0601
2024-05-01 2024-03-31 13F AT&T COM 00206R102 30,064 2,620 9.55 529 15.00 0.0556
2024-02-01 2023-12-31 13F AT&T COM 00206R102 27,444 1,271 4.86 461 17.05 0.0525
2023-10-23 2023-09-30 13F AT&T COM 00206R102 26,173 2,104 8.74 393 2.61 0.0509
2023-07-21 2023-06-30 13F AT&T COM 00206R102 24,069 -8,097 -25.17 384 -38.13 0.0491
2023-05-02 2023-03-31 13F AT&T COM 00206R102 32,166 8,891 38.20 619 44.63 0.0854
2023-01-27 2022-12-31 13F AT&T COM 00206R102 23,275 2,234 10.62 428 32.51 0.0685
2022-11-02 2022-09-30 13F AT&T COM 00206R102 21,041 -4,888 -18.85 323 -40.52 0.0588
2022-07-15 2022-06-30 13F AT&T COM 00206R102 25,929 7,776 42.84 543 26.57 0.0983
2022-04-18 2022-03-31 13F AT&T COM 00206R102 18,153 5,180 39.93 429 34.48 0.0755
2022-01-25 2021-12-31 13F AT&T COM 00206R102 12,973 -6,289 -32.65 319 -38.65 0.0610
2021-10-22 2021-09-30 13F AT&T COM 00206R102 19,262 178 0.93 520 -5.28 0.1200
2021-07-26 2021-06-30 13F AT&T COM 00206R102 19,084 -105 -0.55 549 -5.51 0.1337
2021-04-20 2021-03-31 13F AT&T COM 00206R102 19,189 5,008 35.31 581 42.40 0.1687
2021-01-21 2020-12-31 13F AT&T COM 00206R102 14,181 -341 -2.35 408 -1.45 0.1400
2020-10-19 2020-09-30 13F AT&T COM 00206R102 14,522 -1,722 -10.60 414 -15.68 0.1686
2020-08-11 2020-06-30 13F AT&T COM 00206R102 16,244 3,995 32.61 491 37.54 0.2225
2020-04-20 2020-03-31 13F AT&T COM 00206R102 12,249 382 3.22 357 -23.06 0.2279
2020-02-07 2019-12-31 13F AT&T COM 00206R102 11,867 -128 -1.07 464 2.20 0.2928
2019-10-28 2019-09-30 13F AT&T COM 00206R102 11,995 416 3.59 454 17.01 0.3151
2019-08-14 2019-06-30 13F AT&T COM 00206R102 11,579 249 2.20 388 9.30 0.2886
2019-04-19 2019-03-31 13F AT&T COM 00206R102 11,330 -664 -5.54 355 3.80 0.2759
2019-02-08 2018-12-31 13F AT&T COM 00206R102 11,994 -1,134 -8.64 342 -22.45 0.2939
2018-11-02 2018-09-30 13F AT&T COM 00206R102 13,128 -219 -1.64 441 2.80 0.3775
2018-07-26 2018-06-30 13F AT&T COM 00206R102 13,347 -478 -3.46 429 -12.98 0.4231
2018-05-03 2018-03-31 13F AT&T COM 00206R102 13,825 -1,821 -11.64 493 -18.91 0.4981
2018-02-13 2017-12-31 13F AT&T COM 00206R102 15,646 15,646 608 0.6157
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.