Position in ECHO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$46,080
-$3,085 QoQ
Shares Held
454
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#568
of 688 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ECHO Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,283,830 across 42 Telecom Services names. ECHO ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
8,358 | $1,401,881 | |
| 2 | VZ |
Verizon Communications Inc
|
24,327 | $1,029,997 | |
| 3 | T |
At&T Inc.
|
31,141 | $644,613 | |
| 4 | CMCSA |
Comcast Corp
|
20,977 | $514,979 | |
| 5 | GSAT |
Globalstar, Inc.
|
4,341 | $352,877 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,220 | $315,702 | |
| 7 | IRDM |
Iridium Communications Inc.
|
5,621 | $308,308 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
5,808 | $257,059 |
All Filings in ECHO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,080 | 454 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $49,165 | 420 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $56,848 | 523 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $56,503 | 740 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,981 | 938 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,824 | 775 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,395 | 716 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,886 | 761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,205 | 910 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,795 | 898 | Shares | Sole | 2024-06-11 | |
| 2023-09-30 | $1,005 | 60 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,040 | 60 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||