AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership22,152 shares
Latest Disclosed Value $ 642,201
WealthPLAN Partners, LLC reports 11.09% increase in ownership of T / AT&T Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 22,152 shares of AT&T Inc. (MX:T) valued at $642,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,941 shares of AT&T Inc.. This represents a change in shares of 11.09% 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)
2026-04-29 2026-03-31 13F AT&T COM 00206R102 22,152 2,211 11.09 642 29.70 0.1047
2026-02-12 2025-12-31 13F AT&T COM 00206R102 19,941 7,793 64.15 495 44.31 0.0740
2025-10-27 2025-09-30 13F AT&T COM 00206R102 12,148 -1,578 -11.50 343 -13.60 0.0514
2025-07-28 2025-06-30 13F AT&T COM 00206R102 13,726 455 3.43 397 5.87 0.0639
2025-05-12 2025-03-31 13F AT&T COM 00206R102 13,271 199 1.52 375 26.26 0.0529
2025-01-30 2024-12-31 13F AT&T COM 00206R102 13,072 -4,703 -26.46 298 -24.04 0.0422
2024-11-05 2024-09-30 13F AT&T COM 00206R102 17,775 -1,483 -7.70 391 6.25 0.0525
2024-08-09 2024-06-30 13F AT&T COM 00206R102 19,258 46 0.24 368 8.88 0.0395
2024-05-07 2024-03-31 13F AT&T COM 00206R102 19,212 -8,826 -31.48 338 -28.09 0.0350
2024-01-05 2023-12-31 13F AT&T COM 00206R102 28,038 -7,435 -20.96 470 -11.65 0.0484
2023-11-02 2023-09-30 13F AT&T COM 00206R102 35,473 9,219 35.11 533 27.27 0.0619
2023-07-31 2023-06-30 13F AT&T Stock/ETF 00206R102 26,254 -19,363 -42.45 419 -52.39 0.0592
2023-05-10 2023-03-31 13F AT&T Stock/ETF 00206R102 45,617 2,453 5.68 878 6.30 0.0999
2023-02-16 2022-12-31 13F AT&T COM 00206R102 43,164 14,018 48.10 827 50.18 0.0578
2022-05-03 2022-03-31 13F AT&T COM 00206R102 29,146 3,501 13.65 550 -15.90 0.0382
2022-02-01 2021-12-31 13F AT&T COM 00206R102 25,645 765 3.07 654 13.74 0.0431
2021-12-09 2021-09-30 13F AT&T COM 00206R102 24,880 730 3.02 575 -15.44 0.0382
2021-08-19 2021-06-30 13F AT&T COM 00206R102 24,150 -4,111 -14.55 680 -24.86 0.0479
2021-05-11 2021-03-31 13F AT&T COM 00206R102 28,261 -5,055 -15.17 905 -6.02 0.0702
2021-02-09 2020-12-31 13F AT&T COM 00206R102 33,316 -26,449 -44.25 963 -43.32 0.0819
2020-12-18 2020-09-30 13F AT&T COM 00206R102 59,765 -157,235 -72.46 1,699 -73.82 0.1656
2020-08-19 2020-06-30 13F AT&T COM 00206R102 217,000 18,534 9.34 6,490 14.42 0.6720
2020-05-15 2020-03-31 13F AT&T COM 00206R102 198,466 23,462 13.41 5,672 -14.80 0.7361
2020-02-14 2019-12-31 13F AT&T COM 00206R102 175,004 11,789 7.22 6,657 4.16 0.7859
2019-11-15 2019-09-30 13F AT&T COM 00206R102 163,215 11,546 7.61 6,391 20.88 0.8736
2019-08-19 2019-06-30 13F AT&T COM 00206R102 151,669 -7,672 -4.81 5,287 6.16 0.7959
2019-05-16 2019-03-31 13F AT&T COM 00206R102 159,341 15,730 10.95 4,980 13.80 0.7774
2019-02-20 2018-12-31 13F AT&T COM 00206R102 143,611 -51,947 -26.56 4,376 -23.94 0.7038
2018-11-21 2018-09-30 13F AT&T COM 00206R102 195,558 18,391 10.38 5,753 1.12 1.0502
2018-08-16 2018-06-30 13F AT&T COM 00206R102 177,167 41,052 30.16 5,689 17.23 1.1661
2018-05-15 2018-03-31 13F AT&T COM 00206R102 136,115 23,496 20.86 4,853 10.82 1.0649
2018-02-16 2017-12-31 13F AT&T COM 00206R102 112,619 8,209 7.86 4,379 7.07 1.1724
2017-11-14 2017-09-30 13F AT&T COM 00206R102 104,410 10,800 11.54 4,090 15.80 1.1474
2017-08-11 2017-06-30 13F AT&T COM 00206R102 93,610 91,100 3,629.48 3,532 3,296.15 1.0145
2017-04-19 2017-03-31 13F AT&T Common Stock 00206R102 2,510 -40,377 -94.15 104 -93.92 0.3619
2016-12-09 2016-09-30 13F AT&T Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 00206R102 42,887 -13,426 -23.84 1,711 27.59 0.5572
2016-08-08 2016-06-30 13F AT&T Common Stock 00206R102 56,313 -8,241 -12.77 1,341 53.96 0.1722
2016-03-24 2015-12-31 13F AT&T COM 00206R102 64,554 47,281 273.73 872 41.86 0.1417
2015-08-10 2015-06-30 13F AT&T COM 00206R102 17,273 -2,152 -11.08 614 -3.15 0.2686
2015-05-04 2015-03-31 13F AT and T Common Stock 00206R102 19,425 19,425 634 0.2952
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.