Position in CMCSA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$420,228
+$99,987 QoQ
Shares Held
14,637
+28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Invera Wealth Advisors, LLC holds $500,458 across 1 Telecom Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
11,820 | $500,458 |
All Filings in CMCSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,228 | 14,637 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $320,241 | 10,714 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $575,739 | 18,324 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $675,789 | 18,935 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $699,291 | 18,951 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $911,266 | 24,281 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,048,551 | 25,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $956,090 | 24,415 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $836,741 | 19,302 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $858,406 | 19,576 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||