Position in AD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,288
-$974 QoQ
Shares Held
288
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AD Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026CWM, LLC holds $197,498,538 across 39 Telecom Services names. AD ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,459,592 | $73,271,518 | |
| 2 | T |
At&T Inc.
|
2,268,339 | $65,759,147 | |
| 3 | CMCSA |
Comcast Corp
|
988,050 | $28,366,915 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
79,710 | $16,741,491 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
10,574 | $2,282,715 | |
| 6 | LBRDA |
Liberty Broadband Corp
|
40,911 | $2,057,247 | |
| 7 | LBTYA |
Liberty Global Ltd.
|
166,230 | $2,005,868 | |
| 8 | IRDM |
Iridium Communications Inc.
|
58,511 | $1,623,095 |
All Filings in AD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,288 | 288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,262 | 266 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,901 | 178 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,945 | 218 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,388 | 237 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,540 | 184 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,618 | 176 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,433 | 169 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,876 | 161 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $6,604 | 159 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,832 | 159 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,979 | 169 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,742 | 277 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,939 | 93 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,891 | 841 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $28,091 | 970 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $24,879 | 823 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,891 | 409 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $14,524 | 400 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $14,592 | 400 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $12,276 | 400 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $11,812 | 400 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $12,348 | 400 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $11,716 | 400 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||