AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Selective Wealth Management, Inc. closes position in T / AT&T Inc.

On January 16, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 0 shares of AT&T Inc. (US:T) valued at $0 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 10, 2025 disclosing 8,495 shares of AT&T Inc.. The current value of the position is $0 USD.

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)
2026-01-16 2025-12-31 13F AT&T COM 00206R102 0 -100.00 0
2025-10-10 2025-09-30 13F AT&T COM 00206R102 8,495 -2,311 -21.39 222 -26.73 0.0715
2025-07-10 2025-06-30 13F AT&T COM 00206R102 10,806 -1,811 -14.35 304 -10.36 0.1109
2025-04-14 2025-03-31 13F AT&T COM 00206R102 12,617 -567 -4.30 338 17.77 0.1471
2025-01-15 2024-12-31 13F AT&T COM 00206R102 13,184 -1,070 -7.51 287 -7.72 0.1167
2024-10-09 2024-09-30 13F AT&T COM 00206R102 14,254 -2,377 -14.29 312 -0.32 0.1294
2024-07-10 2024-06-30 13F AT&T COM 00206R102 16,631 0 0.00 313 12.23 0.1377
2024-04-11 2024-03-31 13F AT&T COM 00206R102 16,631 200 1.22 278 -1.07 0.1209
2024-01-05 2023-12-31 13F AT&T COM 00206R102 16,431 72 0.44 282 17.57 0.1419
2023-10-10 2023-09-30 13F AT&T COM 00206R102 16,359 -826 -4.81 240 -8.78 0.1316
2023-07-11 2023-06-30 13F AT&T COM 00206R102 17,185 -3,658 -17.55 262 -34.50 0.1309
2023-01-23 2022-12-31 13F AT&T COM 00206R102 20,843 -4,715 -18.45 401 2.04 0.2116
2022-10-21 2022-09-30 13F AT&T COM 00206R102 25,558 -5,971 -18.94 392 -40.70 0.1680
2022-07-28 2022-06-30 13F AT&T COM 00206R102 31,529 -9,964 -24.01 661 -32.55 0.2353
2022-04-20 2022-03-31 13F AT&T COM 00206R102 41,493 -488 -1.16 980 -5.13 0.3552
2022-01-18 2021-12-31 13F AT&T COM 00206R102 41,981 -4,600 -9.88 1,033 -17.89 0.4216
2021-10-27 2021-09-30 13F AT&T COM 00206R102 46,581 -11,955 -20.42 1,258 -25.34 0.6666
2021-08-04 2021-06-30 13F/A-1 AT&T COM 00206R102 58,536 -25,350 -30.22 1,685 -33.64 1.3427
2021-07-08 2021-06-30 13F AT&T COM 00206R102 83,886 0 2,539 2.3095
2021-04-09 2021-03-31 13F AT&T COM 00206R102 83,886 3,148 3.90 2,539 9.35 2.3095
2021-01-22 2020-12-31 13F AT&T COM 00206R102 80,738 10,342 14.69 2,322 15.70 1.4993
2020-10-21 2020-09-30 13F AT&T COM 00206R102 70,396 5,512 8.50 2,007 2.35 1.5742
2020-07-15 2020-06-30 13F AT&T COM 00206R102 64,884 53,850 488.04 1,961 509.01 1.6247
2020-04-16 2020-03-31 13F AT&T COM 00206R102 11,034 9 0.08 322 -25.29 0.5043
2020-01-10 2019-12-31 13F AT&T COM 00206R102 11,025 9 0.08 431 3.36 0.5215
2019-10-29 2019-09-30 13F AT&T COM 00206R102 11,016 -3,541 -24.33 417 -14.55 0.5735
2019-07-16 2019-06-30 13F AT&T COM 00206R102 14,557 3,378 30.22 488 39.03 0.7895
2019-04-04 2019-03-31 13F AT&T COM 00206R102 11,179 -888 -7.36 351 -13.33 0.4240
2018-10-12 2018-09-30 13F AT&T COM 00206R102 12,067 12,067 405 4.8439
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.