Position in LBRDA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,619,544
+$615,176 QoQ
Shares Held
32,249
+55.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 1.6713696548730193.ToString("F0")%
Shared 0.ToString("F0")%
None 98.32863034512698.ToString("F0")%
Common Shares in LBRDA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Creative Planning holds $369,239,649 across 36 Telecom Services names. LBRDA ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,396,232 | $70,090,846 | |
| 2 | T |
At&T Inc.
|
2,299,186 | $66,653,401 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,997 | $55,926,993 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
164,342 | $34,516,750 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
1,017,617 | $29,806,001 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
430,025 | $18,164,255 | |
| 7 | ECHO |
EchoStar CORP
|
100,020 | $11,709,340 | |
| 8 | BCE |
Bce Inc
|
352,870 | $8,906,438 |
All Filings in LBRDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,619,544 | 32,249 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,004,368 | 20,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,269,893 | 20,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,970,242 | 21,491 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,670,365 | 20,968 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,358,340 | 19,491 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,143,588 | 15,884 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $547,430 | 10,698 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $211,455 | 3,950 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $219,989 | 2,582 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||