Position in ECHO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,379
-$591 QoQ
Shares Held
53
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 688 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECHO Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $17,674,933 across 27 Telecom Services names. ECHO ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
458,137 | $9,483,435 | |
| 2 | VZ |
Verizon Communications Inc
|
104,250 | $4,413,945 | |
| 3 | CMCSA |
Comcast Corp
|
66,264 | $1,626,781 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
5,724 | $960,086 | |
| 5 | LBRDA |
Liberty Broadband Corp
|
15,045 | $500,396 | |
| 6 | LBTYA |
Liberty Global Ltd.
|
17,074 | $194,131 | |
| 7 | TDS |
Telephone & Data Systems Inc /De/
|
4,100 | $151,741 | |
| 8 | AMX |
America Movil Sab De Cv/
|
4,485 | $116,565 |
All Filings in ECHO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,379 | 53 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,970 | 51 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $51,089 | 470 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,050 | 184 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,354 | 85 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $389 | 17 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $421 | 17 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302 | 17 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $242 | 17 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||