Position in CMCSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,236
-$37,102 QoQ
Shares Held
10,030
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,329
of 1,843 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $10,465,153 across 5 Telecom Services names. CMCSA ranks #5 (2.4% of the industry book) .
All Filings in CMCSA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,236 | 10,030 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $283,338 | 9,869 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $272,746 | 9,125 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $349,609 | 11,127 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $366,250 | 10,262 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $343,427 | 9,307 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $317,053 | 8,448 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $383,114 | 9,172 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $356,238 | 9,097 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $391,363 | 9,028 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $393,378 | 8,971 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $395,335 | 8,916 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $258,565 | 6,223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $283,907 | 7,489 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $543,538 | 15,543 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $456,198 | 15,554 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $690,218 | 14,742 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||