Position in ECHO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,069,845
-$27,877 QoQ
Shares Held
266,698
+15.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 688 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in ECHO Over Time
Shares Held
Position Value (USD)
Derivatives in ECHO
reported options exposure · as of Jun 30, 2026CallValue
$10,150,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $3,417,531,818 across 25 Telecom Services names. ECHO ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCE |
Bce Inc
|
39,617,898 | $852,180,982 | |
| 2 | RCI |
Rogers Communications Inc
|
24,593,817 | $799,299,051 | |
| 3 | TU |
Telus Corp
|
60,099,611 | $635,252,884 | |
| 4 | VZ |
Verizon Communications Inc
|
9,180,555 | $388,704,693 | |
| 5 | T |
At&T Inc.
|
14,911,850 | $308,675,291 | |
| 6 | CMCSA |
Comcast Corp
|
7,995,758 | $196,295,854 | |
| 7 | TMUS |
T-Mobile US, Inc.
|
768,712 | $128,936,059 | |
| 8 | ECHO |
EchoStar CORP
This page
|
266,698 | $27,069,845 |
All Filings in ECHO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,069,845 | 266,698 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $10,150,000 | 100,000 | Call | Defined | 2026-08-12 | |
| 2026-03-31 | $2,048,725 | 17,500 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $27,097,722 | 231,466 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $32,763,809 | 301,415 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $22,379,664 | 293,081 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $455,802 | 16,455 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $517,404 | 20,227 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $629,541 | 27,491 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $311,340 | 12,544 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $222,640 | 12,501 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $165,041 | 11,582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $753,935 | 45,500 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $4,770 | 288 | Shares | Defined | 2024-02-08 | |
| 2022-06-30 | $3,194,265 | 165,506 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,622,026 | 107,725 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,848,197 | 108,091 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,152,150 | 84,365 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $811,728 | 33,822 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,974,291 | 140,363 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,312,874 | 253,631 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,186,865 | 257,041 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,071,752 | 252,479 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||