AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionAlpha Family Trust
Latest Disclosed Ownership40,365 shares
Latest Disclosed Value $ 1,170,181
Alpha Family Trust ownership in T / AT&T Inc.

On May 13, 2026 - Alpha Family Trust filed a 13F-HR form disclosing ownership of 40,365 shares of AT&T Inc. (MX:T) valued at $1,170,181 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 40,365 shares of AT&T Inc.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F AT&T CMN 00206R102 40,365 0 0.00 1,170 16.77 0.5679
2026-02-12 2025-12-31 13F AT&T CMN 00206R102 40,365 0 0.00 1,003 -12.03 0.4568
2025-11-12 2025-09-30 13F AT&T CMN 00206R102 40,365 0 0.00 1,140 -2.48 0.5346
2025-08-13 2025-06-30 13F AT&T CMN CLASS A 00206R102 40,365 0 0.00 1,168 2.37 0.5784
2025-05-13 2025-03-31 13F AT&T INC. CMN CMN 00206R102 40,365 0 0.00 1,142 24.16 0.6662
2025-02-14 2024-12-31 13F AT&T INC. CMN CMN 00206R102 40,365 0 0.00 919 3.49 0.5161
2024-11-07 2024-09-30 13F AT&T CMN 00206R102 40,365 0 0.00 888 15.18 0.4959
2024-08-09 2024-06-30 13F AT&T CMN 00206R102 40,365 0 0.00 771 8.59 0.4520
2024-05-09 2024-03-31 13F AT&T CMN 00206R102 40,365 0 0.00 710 4.87 0.4297
2024-02-09 2023-12-31 13F AT&T CMN 00206R102 40,365 0 0.00 677 11.72 0.4572
2023-11-02 2023-09-30 13F AT&T CMN 00206R102 40,365 26,415 189.35 606 126.12 0.4614
2023-05-10 2023-03-31 13F AT&T CMN 00206R102 13,950 0 0.00 269 4.69 0.2127
2023-02-09 2022-12-31 13F AT&T COM 00206R102 13,950 13,950 257 0.2319
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.