AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionCastleview Partners, Llc
Latest Disclosed Ownership27,560 shares
Latest Disclosed Value $ 798,964
Castleview Partners, Llc reports 0.20% decrease in ownership of T / AT&T Inc.

On May 1, 2026 - Castleview Partners, Llc filed a 13F-HR form disclosing ownership of 27,560 shares of AT&T Inc. (MX:T) valued at $798,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 27,615 shares of AT&T Inc.. This represents a change in shares of -0.20% 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)
2026-05-01 2026-03-31 13F AT&T COM 00206R102 27,560 -55 -0.20 799 16.50 0.4096
2026-01-12 2025-12-31 13F AT&T COM 00206R102 27,615 6,560 31.16 686 15.32 0.3399
2025-10-10 2025-09-30 13F AT&T COM 00206R102 21,055 1,692 8.74 595 6.07 0.3229
2025-07-16 2025-06-30 13F AT&T COM 00206R102 19,363 5,753 42.27 560 45.83 0.3601
2025-04-22 2025-03-31 13F AT&T COM 00206R102 13,610 -764 -5.32 385 17.07 0.2605
2025-01-21 2024-12-31 13F/A-1 AT&T COM 00206R102 14,374 1,046 7.85 328 11.95 0.1767
2025-01-21 2024-12-31 13F AT&T COM 00206R102 13,328 0 293 0.1691
2024-10-21 2024-09-30 13F/A-1 AT&T COM 00206R102 13,328 350 2.70 293 18.15 0.1691
2024-10-09 2024-09-30 13F AT&T COM 00206R102 12,978 0 248 0.1410
2024-07-31 2024-06-30 13F AT&T COM 00206R102 12,978 -143 -1.09 248 7.83 0.1410
2024-05-10 2024-03-31 13F AT&T COM 00206R102 13,121 2,884 28.17 231 34.50 0.1289
2024-02-05 2023-12-31 13F AT&T COM 00206R102 10,237 2,165 26.82 172 41.32 0.1203
2023-10-26 2023-09-30 13F AT&T COM 00206R102 8,072 -199 -2.41 121 -7.63 0.1120
2023-08-15 2023-06-30 13F AT&T COM 00206R102 8,271 -4,087 -33.07 132 -44.73 0.1189
2023-05-16 2023-03-31 13F AT&T COM 00206R102 12,358 359 2.99 238 7.73 0.2108
2023-02-01 2022-12-31 13F AT&T COM 00206R102 11,999 706 6.25 221 27.17 0.2151
2022-11-10 2022-09-30 13F AT&T COM 00206R102 11,293 6,187 121.17 173 -68.77 0.1653
2022-08-17 2022-06-30 13F/A-1 ABBOTT LABS Common 00206R102 5,106 -3,101 -37.78 555 187.05 0.4412
2022-08-16 2022-06-30 13F T Equity 00206R102 233,054 224,847 11,119 0.1250
2022-05-16 2022-03-31 13F AT&T Equity 00206R102 8,207 -270,117 -97.05 193 -98.29 0.1201
2022-02-17 2021-12-31 13F T Equity 00206R102 278,324 269,172 2,941.13 11,314 4,201.90 0.0904
2021-08-17 2021-06-30 13F T Equity 00206R102 9,152 -4,347 -32.20 263 -45.32 0.1153
2018-05-07 2018-03-31 13F AT&T COM 00206R102 13,499 13,499 481 0.3976
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.