AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership85,661 shares
Latest Disclosed Value $ 2,483,315
Gladstone Institutional Advisory LLC reports 0.94% increase in ownership of T / AT&T Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 85,661 shares of AT&T Inc. (MX:T) valued at $2,483,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 84,862 shares of AT&T Inc.. This represents a change in shares of 0.94% 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)
2026-05-14 2026-03-31 13F AT&T COM 00206R102 85,661 799 0.94 2,483 17.85 0.0920
2026-02-17 2025-12-31 13F AT&T COM 00206R102 84,862 -19,227 -18.47 2,108 -28.31 0.0796
2025-10-22 2025-09-30 13F AT&T COM 00206R102 104,089 -25,903 -19.93 2,939 -21.86 0.1132
2025-08-12 2025-06-30 13F AT&T COM 00206R102 129,992 -23,049 -15.06 3,762 -13.08 0.1554
2025-05-15 2025-03-31 13F AT&T COM 00206R102 153,041 51,617 50.89 4,328 87.40 0.2017
2025-01-29 2024-12-31 13F AT&T COM 00206R102 101,424 30,332 42.67 2,309 47.63 0.1071
2024-10-28 2024-09-30 13F AT&T COM 00206R102 71,092 23,052 47.99 1,564 70.37 0.0764
2024-08-02 2024-06-30 13F AT&T COM 00206R102 48,040 1,181 2.52 918 11.41 0.0478
2024-05-14 2024-03-31 13F AT&T COM 00206R102 46,859 -11,099 -19.15 825 -15.23 0.0452
2024-02-09 2023-12-31 13F AT&T COM 00206R102 57,958 -902 -1.53 973 9.95 0.0545
2023-11-13 2023-09-30 13F AT&T COM 00206R102 58,860 -6,766 -10.31 884 -15.49 0.0572
2023-08-10 2023-06-30 13F AT&T COM 00206R102 65,626 -3,076 -4.48 1,047 -20.88 0.0638
2023-05-12 2023-03-31 13F AT&T COM 00206R102 68,702 -8,685 -11.22 1,323 -7.16 0.0856
2023-02-01 2022-12-31 13F AT&T COM 00206R102 77,387 -7,292 -8.61 1,425 9.62 0.1005
2023-01-30 2022-09-30 13F/A-1 AT&T COM 00206R102 84,679 -24,793 -22.65 1,299 -43.40 0.1015
2022-10-20 2022-09-30 13F AT&T COM 00206R102 84,679 -24,793 1,299 0.1015
2023-01-30 2022-06-30 13F/A-1 AT&T COM 00206R102 109,472 -45,851 -29.52 2,295 -37.47 0.1815
2022-08-15 2022-06-30 13F AT&T COM 00206R102 109,472 -45,851 2,295 0.1815
2023-01-30 2022-03-31 13F/A-1 AT&T COM 00206R102 155,323 31,307 25.24 3,670 20.29 0.2481
2022-05-04 2022-03-31 13F AT&T COM 00206R102 155,323 31,307 3,670 0.2481
2023-01-30 2021-12-31 13F/A-1 AT&T COM 00206R102 124,016 20,029 19.26 3,051 8.62 0.2364
2022-02-11 2021-12-31 13F AT&T COM 00206R102 124,016 20,029 3,051 0.2364
2023-01-30 2021-09-30 13F/A-1 AT&T COM 00206R102 103,987 59,596 134.25 2,809 119.80 0.2744
2021-11-15 2021-09-30 13F AT&T COM 00206R102 103,987 59,596 2,809 0.2744
2023-01-30 2021-06-30 13F/A-1 AT&T COM 00206R102 44,391 12,953 41.20 1,278 34.24 0.1518
2021-08-13 2021-06-30 13F AT&T COM 00206R102 44,391 12,953 1,278 0.1518
2023-01-30 2021-03-31 13F/A-1 AT&T COM 00206R102 31,438 5,025 19.02 952 25.26 0.1480
2021-05-17 2021-03-31 13F AT&T COM 00206R102 31,438 5,025 952 0.1480
2023-01-30 2020-12-31 13F/A-1 AT&T COM 00206R102 26,413 1,471 5.90 760 6.89 0.1514
2021-02-16 2020-12-31 13F AT&T COM 00206R102 26,413 1,471 760 0.1514
2023-01-30 2020-09-30 13F/A-1 AT&T COM 00206R102 24,942 2,712 12.20 711 5.80 0.1698
2020-11-16 2020-09-30 13F AT&T COM 00206R102 24,942 2,712 711 0.1698
2020-08-17 2020-06-30 13F AT&T COM 00206R102 22,230 -10,337 -31.74 672 -29.19 0.1709
2020-05-14 2020-03-31 13F AT&T COM 00206R102 32,567 4,571 16.33 949 -13.25 0.2449
2020-02-12 2019-12-31 13F AT&T COM 00206R102 27,996 -827 -2.87 1,094 0.37 0.2682
2019-11-13 2019-09-30 13F AT&T COM 00206R102 28,823 -249 -0.86 1,090 11.91 0.2772
2019-08-14 2019-06-30 13F AT&T COM 00206R102 29,072 9,797 50.83 974 61.26 0.2968
2019-05-10 2019-03-31 13F AT&T COM 00206R102 19,275 -3,030 -13.58 604 -5.18 0.2217
2019-02-13 2018-12-31 13F AT&T COM 00206R102 22,305 22,305 637 0.3710
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.