Position in LBRDA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$11,266
+$3,492 QoQ
Shares Held
224
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LBRDA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $651,304 across 32 Telecom Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
1,038 | $174,103 | |
| 2 | CHTR |
Charter Communications, Inc. /Mo/
|
1,072 | $152,449 | |
| 3 | IRDM |
Iridium Communications Inc.
|
1,722 | $94,451 | |
| 4 | VZ |
Verizon Communications Inc
|
1,573 | $66,600 | |
| 5 | T |
At&T Inc.
|
1,741 | $36,038 | |
| 6 | LUMN |
Lumen Technologies, Inc.
|
3,000 | $23,040 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
1,395 | $18,455 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
372 | $16,464 |
All Filings in LBRDA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LBRDK | $11,116 | 221 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $150 | 3 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 LBRDK | $7,581 | 156 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $193 | 4 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 LBRDK | $1,143 | 18 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 LBRDK | — | 55 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $97 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 LBRDK | — | 32 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $84 | 1 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 LBRDK | — | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LBRDK | — | 4 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $80 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 LBRDK | — | 2 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $90 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 LBRDK | — | 2 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $79 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 LBRDK | — | 2 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $82 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 LBRDK | — | 2 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $75 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||