AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionVERITY Wealth Advisors
Latest Disclosed Ownership9,962 shares
Latest Disclosed Value $ 288,798
VERITY Wealth Advisors ownership in T / AT&T Inc.

On April 9, 2026 - VERITY Wealth Advisors filed a 13F-HR form disclosing ownership of 9,962 shares of AT&T Inc. (MX:T) valued at $288,798 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 9,962 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)
2026-04-09 2026-03-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 289 16.60 0.1929
2026-01-07 2025-12-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 247 -12.10 0.1535
2025-10-17 2025-09-30 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 281 -2.43 0.1777
2025-08-08 2025-06-30 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 288 2.49 0.1937
2025-04-22 2025-03-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 282 24.34 0.2088
2025-02-07 2024-12-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 227 3.20 0.1637
2024-10-03 2024-09-30 13F AT&T INC COM Stock 00206R102 9,962 9,962 219 0.1541
2022-10-27 2022-09-30 13F AT&T INC COM Stock 00206R102 0 -9,962 -100.00 0 -100.00
2022-07-12 2022-06-30 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 209 -11.06 0.2031
2022-04-11 2022-03-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 235 -4.08 0.2077
2022-01-20 2021-12-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 245 -8.92 0.2035
2021-10-14 2021-09-30 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 269 -6.27 0.2405
2021-08-03 2021-06-30 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 287 -4.97 0.2604
2021-05-10 2021-03-31 13F AT&T INC COM Stock 00206R102 9,962 0 0.00 302 5.23 0.2673
2021-02-09 2020-12-31 13F AT&T INC COM Stock 00206R102 9,962 -2,328 -18.94 287 -18.00 0.2609
2020-10-05 2020-09-30 13F AT&T INC COM Stock 00206R102 12,290 0 0.00 350 -5.91 0.3574
2020-07-21 2020-06-30 13F AT&T INC COM Stock 00206R102 12,290 0 0.00 372 3.91 0.3975
2020-04-13 2020-03-31 13F AT&T INC COM Stock 00206R102 12,290 1,215 10.97 358 -17.32 0.4865
2020-01-14 2019-12-31 13F AT&T INC COM Stock 00206R102 11,075 2,555 29.99 433 34.47 0.4169
2019-10-11 2019-09-30 13F AT&T INC COM Stock 00206R102 8,520 0 0.00 322 12.59 0.3170
2019-08-01 2019-06-30 13F AT&T INC COM Stock 00206R102 8,520 -596 -6.54 286 0.00 0.2813
2019-04-03 2019-03-31 13F AT&T INC COM Stock 00206R102 9,116 0 0.00 286 10.00 0.2923
2019-01-24 2018-12-31 13F AT&T INC COM Stock 00206R102 9,116 9,116 260 0.2991
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.