Institute for Wealth Management, LLC.

Position in CMCSA — Comcast Corp

CIK 1533954 DENVER, CO

Position in CMCSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$552,129

-$299,036 QoQ

Shares Held

22,490

-24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,013

of 1,874 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. CMCSA ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	17,846	$755,599
2	T	At&T Inc.	32,982	$682,727
3	CMCSA	Comcast Corp This page	22,490	$552,129
4	TMUS	T-Mobile US, Inc.	1,632	$273,735
5	CHTR	Charter Communications, Inc. /Mo/	1,061	$150,884
6	RCI	Rogers Communications Inc	2,758	$89,635
7	GSAT	Globalstar, Inc.	722	$58,691
8	TIGO	Millicom International Cellular SA	388	$35,214

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,129	22,490	-24.1%	Shares	Sole	2026-07-28
2026-03-31	$851,165	29,647	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$893,740	29,901	-4.9%	Shares	Sole	2026-01-27
2025-09-30	$987,686	31,435	+10.1%	Shares	Sole	2025-10-17
2025-06-30	$1,018,948	28,550	-1.6%	Shares	Sole	2025-07-18
2025-03-31	$1,070,135	29,001	-0.8%	Shares	Sole	2025-04-21
2024-12-31	$1,097,602	29,246	-1.5%	Shares	Sole	2025-01-23
2024-09-30	$1,239,606	29,677	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$1,166,418	29,786	-1.7%	Shares	Sole	2024-07-25
2024-03-31	$1,313,287	30,295	-0.3%	Shares	Sole	2024-04-30
2023-12-31	$1,332,468	30,387	-1.3%	Shares	Sole	2024-01-31
2023-09-30	$1,364,564	30,775	-1.9%	Shares	Sole	2023-10-13
2023-06-30	$1,303,051	31,361	+0.1%	Shares	Sole	2023-07-25
2023-03-31	$1,187,188	31,316	-1.5%	Shares	Sole	2023-04-20
2022-12-31	$1,112,359	31,809	-8.7%	Shares	Sole	2023-02-02
2022-09-30	$1,021,681	34,834	-26.0%	Shares	Sole	2022-10-18
2022-06-30	$1,846,320	47,052	+20.5%	Shares	Sole	2022-07-25
2022-03-31	$1,828,413	39,052	+13.4%	Shares	Sole	2022-04-29
2021-12-31	$1,733,464	34,442	-0.3%	Shares	Sole	2022-01-21
2021-09-30	$1,931,207	34,529	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$1,943,924	34,092	-0.5%	Shares	Sole	2021-07-21
2021-03-31	$1,853,376	34,252	+0.8%	Shares	Sole	2021-05-04
2020-12-31	$1,779,872	33,967	+1.5%	Shares	Sole	2021-02-01
2020-09-30	$1,547,581	33,454	-2.7%	Shares	Sole	2020-11-03
2020-06-30	$1,340,520	34,390	+3.7%	Shares	Sole	2020-07-30
2020-03-31	$1,140,007	33,159	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.