AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionAspiriant, Llc
Latest Disclosed Ownership9,935 shares
Latest Disclosed Value $ 288,036
Aspiriant, Llc ownership in T / AT&T Inc.

On May 12, 2026 - Aspiriant, Llc filed a 13F-HR form disclosing ownership of 9,935 shares of AT&T Inc. (MX:T) valued at $288,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 0 shares of AT&T Inc..

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)
2026-05-12 2026-03-31 13F AT&T COM 00206R102 9,935 9,935 288 0.0082
2026-01-20 2025-12-31 13F AT&T COM 00206R102 0 -7,687 -100.00 0 -100.00
2025-10-24 2025-09-30 13F AT&T COM 00206R102 7,687 -1,269 -14.17 217 -16.22 0.0066
2025-07-29 2025-06-30 13F AT&T COM 00206R102 8,956 745 9.07 259 11.64 0.0082
2025-04-21 2025-03-31 13F AT&T COM 00206R102 8,211 8,211 232 0.0081
2025-01-16 2024-12-31 13F AT&T COM 00206R102 0 -9,558 -100.00 0 -100.00
2024-10-17 2024-09-30 13F AT&T COM 00206R102 9,558 -485 -4.83 210 9.95 0.0080
2024-07-15 2024-06-30 13F AT&T COM 00206R102 10,043 -5,621 -35.88 192 -30.55 0.0078
2024-04-15 2024-03-31 13F AT&T COM 00206R102 15,664 -923 -5.56 276 -1.08 0.0114
2024-01-26 2023-12-31 13F AT&T COM 00206R102 16,587 -1,521 -8.40 278 2.58 0.0125
2023-10-18 2023-09-30 13F AT&T COM 00206R102 18,108 1,379 8.24 272 1.88 0.0139
2023-07-19 2023-06-30 13F AT&T COM 00206R102 16,729 44 0.26 267 -17.13 0.0135
2023-04-27 2023-03-31 13F AT&T COM 00206R102 16,685 685 4.28 321 9.18 0.0168
2023-01-23 2022-12-31 13F AT&T COM 00206R102 16,000 691 4.51 295 25.64 0.0150
2022-10-28 2022-09-30 13F AT&T COM 00206R102 15,309 333 2.22 234 -25.24 0.0114
2022-07-25 2022-06-30 13F AT&T COM 00206R102 14,976 2,169 16.94 313 3.30 0.0151
2022-05-06 2022-03-31 13F AT&T COM 00206R102 12,807 -2,569 -16.71 303 -19.41 0.0167
2022-02-14 2021-12-31 13F AT&T COM 00206R102 15,376 2,438 18.84 376 7.12 0.0201
2021-10-27 2021-09-30 13F AT&T COM 00206R102 12,938 -132 -1.01 351 -6.40 0.0206
2021-08-13 2021-06-30 13F AT&T COM 00206R102 13,070 -3,322 -20.27 375 -24.24 0.0212
2021-05-11 2021-03-31 13F AT&T COM 00206R102 16,392 2,466 17.71 495 23.75 0.0316
2021-02-01 2020-12-31 13F AT&T COM 00206R102 13,926 -2,580 -15.63 400 -15.07 0.0273
2020-10-29 2020-09-30 13F AT&T COM 00206R102 16,506 15 0.09 471 -5.80 0.0368
2020-08-06 2020-06-30 13F AT&T COM 00206R102 16,491 -1,696 -9.33 500 -5.84 0.0464
2020-05-05 2020-03-31 13F AT&T COM 00206R102 18,187 1,402 8.35 531 -18.93 0.0523
2020-01-27 2019-12-31 13F AT&T COM 00206R102 16,785 -1,387 -7.63 655 -4.80 0.0606
2019-11-04 2019-09-30 13F AT&T COM 00206R102 18,172 -8,860 -32.78 688 -24.15 0.0616
2019-08-06 2019-06-30 13F AT&T COM 00206R102 27,032 -5,839 -17.76 907 -12.20 0.0757
2019-08-06 2019-03-31 13F/A-1 AT&T COM 00206R102 32,871 8,703 36.01 1,033 49.71 0.0844
2019-05-03 2019-03-31 13F AT&T COM 00206R102 32,871 8,703 1,033
2019-02-04 2018-12-31 13F AT&T COM 00206R102 24,168 -1,920 -7.36 690 -21.32 0.0523
2018-10-26 2018-09-30 13F AT&T COM 00206R102 26,088 -23,524 -47.42 877 -44.95 0.0750
2018-08-07 2018-06-30 13F AT&T COM 00206R102 49,612 14,463 41.15 1,593 27.13 0.1364
2018-05-04 2018-03-31 13F AT&T COM 00206R102 35,149 35,149 1,253 0.1093
2018-01-31 2017-12-31 13F AT&T COM 00206R102 0 -35,208 -100.00 0 -100.00
2017-11-13 2017-09-30 13F AT&T COM 00206R102 35,208 -9,867 -21.89 1,379 -18.93 0.1156
2017-08-03 2017-06-30 13F AT&T COM 00206R102 45,075 771 1.74 1,701 -32.37 0.1479
2017-05-12 2017-03-31 13F AT&T COM 00206R102 44,304 -4,502 -9.22 2,515 21.15 0.2142
2017-02-10 2016-12-31 13F AT&T COM 00206R102 48,806 120 0.25 2,076 5.01 0.1880
2016-11-10 2016-09-30 13F AT&T COM 00206R102 48,686 6,037 14.16 1,977 28.79 0.1968
2016-08-09 2016-06-30 13F AT&T COM 00206R102 42,649 -10,415 -19.63 1,535 -26.17 0.1450
2016-05-12 2016-03-31 13F AT&T COM 00206R102 53,064 53,064 0.00 2,079 0.1984
2016-02-08 2015-12-31 13F AT&T COM 00206R102 0 -7,132 -100.00 0 -100.00
2015-11-09 2015-09-30 13F AT&T COM 00206R102 7,132 648 9.99 251 9.13 0.0209
2015-08-06 2015-06-30 13F AT&T COM 00206R102 6,484 -13,048 -66.80 230 -66.52 0.0224
2014-02-11 2013-12-31 13F AT&T COM 00206R102 19,532 19,532 687 0.1070
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.