AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership10,095 shares
Latest Disclosed Value $ 292,667
Perennial Advisors, LLC ownership in T / AT&T Inc.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 10,095 shares of AT&T Inc. (MX:T) valued at $292,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 10,095 shares of AT&T Inc.. This represents a change in shares of 0.00% 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)
2026-04-13 2026-03-31 13F AT&T COM 00206R102 10,095 0 0.00 293 16.80 0.0498
2026-01-12 2025-12-31 13F AT&T COM 00206R102 10,095 0 0.00 251 -12.28 0.0420
2025-10-14 2025-09-30 13F AT&T COM 00206R102 10,095 0 0.00 285 -2.40 0.0494
2025-07-15 2025-06-30 13F AT&T COM 00206R102 10,095 0 0.00 292 2.46 0.0543
2025-04-14 2025-03-31 13F AT&T COM 00206R102 10,095 0 0.00 285 24.45 0.0569
2025-02-21 2024-12-31 13F AT&T COM 00206R102 10,095 -700 -6.48 230 11.17 0.0500
2024-07-23 2024-06-30 13F AT&T COM 00206R102 10,795 0 0.00 206 8.42 0.0462
2024-04-10 2024-03-31 13F AT&T COM 00206R102 10,795 0 0.00 190 4.97 0.0442
2024-01-25 2023-12-31 13F AT&T COM 00206R102 10,795 0 0.00 181 11.73 0.0445
2023-10-17 2023-09-30 13F AT&T COM 00206R102 10,795 0 0.00 162 -5.81 0.0437
2023-08-01 2023-06-30 13F AT&T COM 00206R102 10,795 0 0.00 172 -16.91 0.0439
2023-05-12 2023-03-31 13F AT&T COM 00206R102 10,795 0 0.00 208 4.55 0.0595
2023-01-31 2022-12-31 13F AT&T COM 00206R102 10,795 0 0.00 199 19.28 0.0632
2022-11-09 2022-09-30 13F AT&T COM 00206R102 10,795 37 0.34 166 -26.22 0.0544
2022-08-09 2022-06-30 13F AT&T COM 00206R102 10,758 35 0.33 225 -11.07 0.0700
2022-04-27 2022-03-31 13F AT&T COM 00206R102 10,723 10,723 253 0.0671
2022-02-08 2021-12-31 13F AT&T COM 00206R102 0 -10,694 -100.00 0 -100.00
2021-11-08 2021-09-30 13F AT&T COM 00206R102 10,694 42 0.39 289 -5.86 0.0851
2021-08-13 2021-06-30 13F AT&T COM 00206R102 10,652 434 4.25 307 -0.65 0.0891
2021-05-17 2021-03-31 13F AT&T COM 00206R102 10,218 7,060 223.56 309 239.56 0.0972
2021-02-12 2020-12-31 13F AT&T COM 00206R102 3,158 3,158 91 0.0321
2020-11-16 2020-09-30 13F AT&T COM 00206R102 0 -3,158 -100.00 0 -100.00
2020-08-14 2020-06-30 13F AT&T COM 00206R102 3,158 2,869 992.73 95 691.67 0.0404
2020-05-19 2020-03-31 13F AT&T COM 00206R102 289 289 12 0.0100
2019-04-30 2019-03-31 13F AT&T COM 00206R102 0 -303 -100.00 0 -100.00
2019-01-29 2018-12-31 13F AT&T COM 00206R102 303 5 1.68 9 -10.00 0.0058
2018-11-05 2018-09-30 13F AT&T COM 00206R102 298 5 1.71 10 11.11 0.0058
2018-08-10 2018-06-30 13F AT&T COM 00206R102 293 4 1.38 9 -10.00 0.0055
2018-04-24 2018-03-31 13F AT&T COM 00206R102 289 0 0.00 10 -9.09 0.0063
2018-01-29 2017-12-31 13F AT&T COM 00206R102 289 0 0.00 11 0.00 0.0068
2017-10-30 2017-09-30 13F AT&T COM 00206R102 289 0 0.00 11 0.00 0.0074
2017-07-31 2017-06-30 13F AT&T COM 00206R102 289 0 0.00 11 -8.33 0.0080
2017-04-27 2017-03-31 13F AT&T COM 00206R102 289 0 0.00 12 0.00 0.0092
2017-04-27 2016-12-31 13F/A-2 AT&T COM 00206R102 289 289 12 0.0100
2017-04-27 2016-12-31 13F/A-1 AT&T COM 00206R102 289 0 12 0.0106
2017-02-10 2016-12-31 13F AT&T COM 00206R102 289 12 0.0076
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.