Position in ECHO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,218
+$750 QoQ
Shares Held
12
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#648
of 688 holders
Holding Since
Mar 2024
7 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,766,449 across 14 Telecom Services names. ECHO ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
108,430 | $2,244,501 | |
| 2 | CMCSA |
Comcast Corp
|
42,154 | $1,034,880 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
5,852 | $981,555 | |
| 4 | VZ |
Verizon Communications Inc
|
22,801 | $965,394 | |
| 5 | TDS |
Telephone & Data Systems Inc /De/
|
5,290 | $195,782 | |
| 6 | AMX |
America Movil Sab De Cv/
|
5,400 | $140,346 | |
| 7 | LBRDA |
Liberty Broadband Corp
|
3,063 | $101,936 | |
| 8 | VIV |
Telefonica Brasil S.A.
|
5,000 | $65,800 |
All Filings in ECHO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218 | 12 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $895 | 35 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $801 | 35 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $868 | 35 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $623 | 35 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $498 | 35 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||