AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership9,796 shares
Latest Disclosed Value $ 283,986
Heritage Wealth Advisors reports 2.19% increase in ownership of T / AT&T Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 9,796 shares of AT&T Inc. (MX:T) valued at $283,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,586 shares of AT&T Inc.. This represents a change in shares of 2.19% 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 A T & T Inc COM 00206R102 9,796 210 2.19 284 18.91 0.0111
2026-02-13 2025-12-31 13F A T & T Inc COM 00206R102 9,586 0 0.00 238 -11.85 0.0091
2025-11-13 2025-09-30 13F A T & T Inc COM 00206R102 9,586 -57 -0.59 271 -3.23 0.0118
2025-08-11 2025-06-30 13F A T & T Inc COM 00206R102 9,643 57 0.59 279 2.95 0.0133
2025-05-08 2025-03-31 13F A T & T Inc COM 00206R102 9,586 5,750 149.90 271 211.49 0.0137
2025-02-12 2024-12-31 13F A T & T Inc COM 00206R102 3,836 751 24.34 87 29.85 0.0043
2024-11-12 2024-09-30 13F A T & T Inc COM 00206R102 3,085 239 8.40 68 24.07 0.0032
2024-12-12 2024-06-30 13F/A-1 A T & T Inc COM 00206R102 2,846 0 0.00 54 8.00 0.0025
2024-08-06 2024-06-30 13F A T & T Inc COM 00206R102 2,846 0 54 0.0025
2024-12-12 2024-03-31 13F/A-1 A T & T Inc COM 00206R102 2,846 -100 -3.39 50 2.04 0.0023
2024-05-08 2024-03-31 13F A T & T Inc COM 00206R102 2,846 -100 50 0.0023
2024-12-12 2023-12-31 13F/A-1 A T & T Inc COM 00206R102 2,946 2,733 1,283.10 49 1,533.33 0.0025
2024-02-12 2023-12-31 13F A T & T Inc COM 00206R102 3,541 3,328 59 0.0030
2024-12-12 2023-09-30 13F/A-1 A T & T Inc COM 00206R102 213 -152 -41.64 3 -40.00 0.0002
2023-11-09 2023-09-30 13F A T & T Inc COM 00206R102 213 -152 3 0.0002
2024-12-12 2023-06-30 13F/A-1 A T & T Inc COM 00206R102 365 3 0.83 6 -16.67 0.0003
2023-08-09 2023-06-30 13F A T & T Inc COM 00206R102 365 3 6 0.0003
2023-05-04 2023-03-31 13F A T & T Inc COM 00206R102 362 2 0.56 7 0.00 0.0004
2024-12-12 2022-12-31 13F/A-1 A T & T Inc COM 00206R102 360 2 0.56 7 20.00 0.0004
2023-02-07 2022-12-31 13F A T & T Inc COM 00206R102 360 2 7 0.0004
2024-12-12 2022-09-30 13F/A-1 A T & T Inc COM 00206R102 358 2 0.56 5 0.0004
2022-11-10 2022-09-30 13F A T & T Inc COM 00206R102 358 2 0 0.0004
2022-08-04 2022-06-30 13F A T & T Inc COM 00206R102 356 143 67.14 0 0.0005
2022-05-11 2022-03-31 13F A T & T Inc COM 00206R102 213 0 0.00 0 0.0003
2022-03-28 2021-12-31 13F/A-1 A T & T Inc COM 00206R102 213 212 21,200.00 0 0.0003
2022-02-02 2021-12-31 13F A T & T Inc COM 00206R102 213 212 5 0.0003
2021-11-02 2021-09-30 13F A T & T Inc COM 00206R102 1 -176 -99.44 0 -100.00 0.0000
2021-08-09 2021-06-30 13F/A-1 A T & T Inc COM 00206R102 177 -2,723 -93.90 5 -94.25 0.0003
2021-07-27 2021-06-30 13F A T & T Inc COM 00206R102 3,617 717 104 0.0065
2021-04-27 2021-03-31 13F A T & T Inc COM 00206R102 2,900 -717 -19.82 88 -16.35 0.0053
2021-02-01 2020-12-31 13F A T & T Inc COM 00206R102 3,617 -1,455 -28.69 104 -27.78 0.0065
2020-11-03 2020-09-30 13F A T & T Inc COM 00206R102 5,072 -466 -8.41 145 -13.77 0.0187
2020-07-17 2020-06-30 13F/A-1 A T & T Inc COM 00206R102 5,538 -740 -11.79 167 -8.74 0.0234
2020-07-17 2020-06-30 13F A T & T Inc COM 00206R102 1,875 -4,403 167 23,369.8808
2020-05-05 2020-03-31 13F A T & T Inc COM 00206R102 6,278 -1,600 -20.31 183 -40.39 0.0328
2020-02-04 2019-12-31 13F A T & T Inc COM 00206R102 7,878 808 11.43 308 14.98 0.0407
2019-10-30 2019-09-30 13F A T & T Inc COM 00206R102 7,070 1,955 38.22 267 56.14 0.0393
2019-08-05 2019-06-30 13F A T & T Inc COM 00206R102 5,115 -132 -2.52 171 4.27 0.0263
2019-05-06 2019-03-31 13F A T & T Inc COM 00206R102 5,247 934 21.66 165 33.33 0.0270
2019-01-26 2018-12-31 13F A T & T Inc COM 00206R102 4,313 0 0.00 123 -14.58 0.0240
2018-11-14 2018-09-30 13F A T & T Inc COM 00206R102 4,313 4,313 144 0.0282
2018-05-10 2018-03-31 13F AT&T COM 00206R102 0 -5,271 -100.00 0 -100.00
2018-02-02 2017-12-31 13F AT&T COM 00206R102 5,271 5,271 204 0.0873
2017-11-07 2017-09-30 13F AT&T COM 00206R102 0 -22,151 -100.00 0 -100.00
2017-07-27 2017-06-30 13F AT&T COM 00206R102 22,151 22,151 836 0.4328
2017-01-27 2016-12-31 13F AT&T COM 00206R102 0 -6,328 -100.00 0 -100.00
2016-10-28 2016-09-30 13F AT&T COM 00206R102 6,328 -125 -1.94 257 -7.55 0.1780
2016-08-04 2016-06-30 13F AT&T COM 00206R102 6,453 6,453 0.00 278 0.1877
2015-08-06 2015-06-30 13F AT&T COM 00206R102 0 -6,415 -100.00 0 -100.00
2015-05-06 2015-03-31 13F AT&T COM 00206R102 6,415 6,415 210 0.1732
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.