AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership11,126 shares
Latest Disclosed Value $ 322,364
Liberty Wealth Management Llc reports 0.66% increase in ownership of T / AT&T Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 11,126 shares of AT&T Inc. (MX:T) valued at $322,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,053 shares of AT&T Inc.. This represents a change in shares of 0.66% 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)
2026-05-12 2026-03-31 13F AT&T COM 00206R102 11,126 73 0.66 322 17.52 0.0403
2026-02-04 2025-12-31 13F AT&T COM 00206R102 11,053 447 4.21 275 -8.36 0.0354
2025-10-31 2025-09-30 13F AT&T COM 00206R102 10,606 -7,126 -40.19 300 -41.72 0.0422
2025-08-01 2025-06-30 13F AT&T COM 00206R102 17,732 -722 -3.91 513 -1.54 0.0804
2025-05-12 2025-03-31 13F/A-1 AT&T COM 00206R102 18,454 -1,597 -7.96 522 14.25 0.0998
2025-05-09 2025-03-31 13F AT&T COM 00206R102 38,614 18,563 502 0.0919
2025-02-10 2024-12-31 13F AT&T COM 00206R102 20,051 -394 -1.93 457 1.33 0.0761
2024-11-04 2024-09-30 13F AT&T COM 00206R102 20,445 -7,025 -25.57 450 0.0765
2024-08-07 2024-06-30 13F AT&T COM 00206R102 27,470 6,575 31.47 0 0.0728
2024-05-03 2024-03-31 13F AT&T COM 00206R102 20,895 -3,454 -14.19 0 0.0716
2024-02-09 2023-12-31 13F AT&T COM 00206R102 24,349 3,265 15.49 0 0.0877
2023-11-13 2023-09-30 13F AT&T COM 00206R102 21,084 -6,479 -23.51 0 -100.00 0.0789
2023-08-10 2023-06-30 13F AT&T COM 00206R102 27,563 -3,265 -10.59 440 -25.97 0.1086
2023-05-03 2023-03-31 13F AT&T COM 00206R102 30,828 -63 -0.20 594 25.37 0.1225
2022-11-15 2022-09-30 13F ATT COM 00206R102 30,891 1,436 4.88 473 -23.34 0.1261
2022-08-15 2022-06-30 13F AT&T COM 00206R102 29,455 -91 -0.31 617 -11.60 0.2503
2022-05-09 2022-03-31 13F AT&T COM 00206R102 29,546 8,909 43.17 698 37.67 0.2519
2022-02-15 2021-12-31 13F AT&T COM 00206R102 20,637 -1,750 -7.82 507 -15.78 0.0220
2021-11-15 2021-09-30 13F AT&T COM 00206R102 22,387 2,041 10.03 602 2.73 0.2147
2021-08-13 2021-06-30 13F/A-1 AT&T COM 00206R102 20,346 -1,487 -6.81 586 -6.24 0.2278
2021-08-13 2021-06-30 13F AT&T COM 00206R102 585,557 563,724 20,346 0.6206
2021-05-17 2021-03-31 13F ATT INC COM COM 00206R102 21,833 0 0.00 625 0.00 0.3052
2021-02-09 2020-12-31 13F ATT INC COM COM 00206R102 21,833 -1,011 -4.43 625 -3.99 0.3059
2020-11-05 2020-09-30 13F ATT INC COM USD1 COM 00206R102 22,844 -3,143 -12.09 651 -17.28 0.3838
2020-08-04 2020-06-30 13F AT&T INC COM COM 00206R102 25,987 -484 -1.83 787 2.08 0.5537
2020-04-27 2020-03-31 13F AT&T INC COM COM 00206R102 26,471 -115 -0.43 771 -25.79 0.6735
2020-02-05 2019-12-31 13F AT&T INC COM COM 00206R102 26,586 663 2.56 1,039 5.91 0.8187
2019-10-30 2019-09-30 13F AT&T INC COM COM 00206R102 25,923 -5,045 -16.29 981 -5.49 0.9282
2019-07-30 2019-06-30 13F AT&T INC COM COM 00206R102 30,968 9,267 42.70 1,038 52.65 0.9103
2019-04-18 2019-03-31 13F AT&T INC COM COM 00206R102 21,701 573 2.71 680 12.96 0.5121
2019-03-26 2018-12-31 13F AT&T INC COM COM 00206R102 21,128 21,128 602 0.4489
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.