Position in CMCSA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$623,093
+$69,979 QoQ
Shares Held
21,703
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMCSA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $419,674 across 1 Telecom Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
9,912 | $419,674 |
All Filings in CMCSA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,093 | 21,703 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $553,114 | 18,505 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $703,932 | 22,404 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $681,607 | 19,098 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $852,647 | 23,107 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $665,932 | 17,744 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||