Position in LBRDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$434,001
+$194,994 QoQ
Shares Held
8,642
+129.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 83.46100278551532.ToString("F0")%
Shared 0.06963788300835655.ToString("F0")%
None 16.469359331476323.ToString("F0")%
Common Shares in LBRDA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Corient Private Wealth LLC holds $287,032,437 across 29 Telecom Services names. LBRDA ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
2,473,310 | $71,701,256 | |
| 2 | VZ |
Verizon Communications Inc
|
1,311,424 | $65,833,484 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,599 | $55,915,566 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
248,040 | $52,095,840 | |
| 5 | KORE |
KORE Group Holdings, Inc.
|
2,106,023 | $18,996,327 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
87,352 | $2,558,539 | |
| 7 | ECHO |
EchoStar CORP
|
21,774 | $2,549,082 | |
| 8 | AMX |
America Movil Sab De Cv/
|
72,383 | $1,844,318 |
All Filings in LBRDA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,001 | 8,642 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $239,007 | 3,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $283,650 | 3,094 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $383,734 | 4,817 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $344,481 | 4,943 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $313,903 | 4,360 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $284,820 | 5,566 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $228,747 | 4,273 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $366,696 | 4,852 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $434,186 | 5,096 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $392,223 | 5,249 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $406,212 | 5,278 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $717,126 | 10,088 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||