AT&T Inc.
BG ˙ BUL ˙ US00206R1023
SecurityBG:SOBA / AT&T Inc.
InstitutionAdvisor OS, LLC
Latest Disclosed Ownership88,171 shares
Latest Disclosed Value $ 2,556,075
Advisor OS, LLC reports 16.95% increase in ownership of SOBA / AT&T Inc.

On May 7, 2026 - Advisor OS, LLC filed a 13F-HR form disclosing ownership of 88,171 shares of AT&T Inc. (BG:SOBA) valued at $2,556,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 75,393 shares of AT&T Inc.. This represents a change in shares of 16.95% 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)
2026-05-07 2026-03-31 13F AT&T COM 00206R102 88,171 12,778 16.95 2,556 36.54 0.0719
2026-02-04 2025-12-31 13F AT&T COM 00206R102 75,393 -7,557 -9.11 1,873 -20.07 0.0553
2025-11-12 2025-09-30 13F AT&T COM 00206R102 82,950 6,848 9.00 2,342 6.36 0.2021
2025-08-14 2025-06-30 13F AT&T COM 00206R102 76,102 1,863 2.51 2,202 4.91 0.2167
2025-05-06 2025-03-31 13F AT&T COM 00206R102 74,239 38,444 107.40 2,099 157.55 0.2389
2025-02-05 2024-12-31 13F AT&T COM 00206R102 35,795 2,674 8.07 815 11.95 0.0944
2024-11-04 2024-09-30 13F AT&T COM 00206R102 33,121 1,458 4.60 729 20.33 0.0725
2024-08-05 2024-06-30 13F AT&T COM 00206R102 31,663 1,460 4.83 605 13.94 0.0663
2024-05-09 2024-03-31 13F AT&T COM 00206R102 30,203 3,160 11.69 532 17.22 0.0611
2024-02-08 2023-12-31 13F AT&T COM 00206R102 27,043 1,689 6.66 454 19.21 0.0591
2023-11-03 2023-09-30 13F AT&T COM 00206R102 25,354 9,820 63.22 381 53.85 0.0571
2023-08-08 2023-06-30 13F AT&T COM 00206R102 15,534 15,534 248 0.0405
2021-02-10 2020-12-31 13F AT&T COM 00206R102 0 -8,490 -100.00 0 -100.00
2020-11-12 2020-09-30 13F AT&T COM 00206R102 8,490 -3,085 -26.65 242 -30.86 0.1016
2020-08-28 2020-06-30 13F AT&T COM 00206R102 11,575 11,575 350 0.2087
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.