AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership140,595 shares
Latest Disclosed Value $ 4,075,856
Wealthspire Advisors, LLC reports 23.05% decrease in ownership of T / AT&T Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 140,595 shares of AT&T Inc. (US:T) valued at $4,075,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 182,698 shares of AT&T Inc.. This represents a change in shares of -23.05% during the quarter. The current value of the position is $3,311,012 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)
2026-05-01 2026-03-31 13F AT&T COM 00206R102 140,595 -42,103 -23.05 4,076 -10.20 0.0320
2026-02-12 2025-12-31 13F AT&T COM 00206R102 182,698 65,300 55.62 4,538 36.89 0.0361
2025-11-14 2025-09-30 13F AT&T COM 00206R102 117,398 6,750 6.10 3,315 3.53 0.0173
2025-08-11 2025-06-30 13F AT&T COM 00206R102 110,648 3,397 3.17 3,202 5.57 0.0180
2025-05-09 2025-03-31 13F AT&T COM 00206R102 107,251 -2,929 -2.66 3,033 20.93 0.0181
2025-02-04 2024-12-31 13F AT&T COM 00206R102 110,180 1,130 1.04 2,509 4.54 0.0249
2024-11-13 2024-09-30 13F AT&T COM 00206R102 109,050 722 0.67 2,399 15.89 0.0244
2024-08-08 2024-06-30 13F AT&T COM 00206R102 108,328 490 0.45 2,070 9.12 0.0265
2024-05-06 2024-03-31 13F AT&T COM 00206R102 107,838 -8,086 -6.98 1,898 -2.47 0.0253
2024-02-07 2023-12-31 13F AT&T COM 00206R102 115,924 2,139 1.88 1,945 13.81 0.0276
2023-11-06 2023-09-30 13F AT&T COM 00206R102 113,785 20,542 22.03 1,709 14.93 0.0282
2023-08-01 2023-06-30 13F AT&T COM 00206R102 93,243 -7,490 -7.44 1,487 -23.31 0.0243
2023-05-09 2023-03-31 13F AT&T COM 00206R102 100,733 -14,879 -12.87 1,939 -8.88 0.0333
2023-02-14 2022-12-31 13F AT&T COM 00206R102 115,612 13,442 13.16 2,128 35.80 0.0387
2022-11-14 2022-09-30 13F AT&T COM 00206R102 102,170 27,558 36.94 1,567 0.19 0.0328
2022-08-09 2022-06-30 13F AT&T COM 00206R102 74,612 14,068 23.24 1,564 9.29 0.0327
2022-05-09 2022-03-31 13F AT&T COM 00206R102 60,544 -25,527 -29.66 1,431 -32.40 0.0322
2022-02-14 2021-12-31 13F AT&T COM 00206R102 86,071 -14,557 -14.47 2,117 -22.11 0.0468
2021-11-15 2021-09-30 13F AT&T COM 00206R102 100,628 34,524 52.23 2,718 42.90 0.0564
2021-08-13 2021-06-30 13F AT&T COM 00206R102 66,104 -50,639 -43.38 1,902 -46.18 0.0500
2021-05-17 2021-03-31 13F AT&T COM 00206R102 116,743 17,198 17.28 3,534 23.44 0.0839
2021-02-16 2020-12-31 13F AT&T COM 00206R102 99,545 52,345 110.90 2,863 112.70 0.0852
2020-11-16 2020-09-30 13F AT&T COM 00206R102 47,200 -8,443 -15.17 1,346 -19.98 0.0800
2020-08-14 2020-06-30 13F AT&T COM 00206R102 55,643 -128,588 -69.80 1,682 -68.68 0.1171
2020-05-12 2020-03-31 13F AT&T COM 00206R102 184,231 131,418 248.84 5,370 160.17 0.2251
2020-02-14 2019-12-31 13F AT&T COM 00206R102 52,813 15,284 40.73 2,064 45.35 0.1503
2019-11-12 2019-09-30 13F AT&T COM 00206R102 37,529 16,730 80.44 1,420 103.73 0.1163
2019-08-13 2019-06-30 13F AT&T COM 00206R102 20,799 7,652 58.20 697 69.17 0.0607
2019-05-08 2019-03-31 13F AT&T COM 00206R102 13,147 2,341 21.66 412 33.77 0.0382
2019-02-14 2018-12-31 13F AT&T COM 00206R102 10,806 10,806 308 0.0297
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.