Institute for Wealth Management, LLC.
Position in LBTYA — Liberty Global Ltd.
CIK 1533954
DENVER, CO
Position in LBTYA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,591
-$266,250 QoQ
Shares Held
140
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 341 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LBTYA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. LBTYA ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
17,846 | $755,599 | |
| 2 | T |
At&T Inc.
|
32,982 | $682,727 | |
| 3 | CMCSA |
Comcast Corp
|
22,490 | $552,129 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
1,632 | $273,735 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
1,061 | $150,884 | |
| 6 | RCI |
Rogers Communications Inc
|
2,758 | $89,635 | |
| 7 | GSAT |
Globalstar, Inc.
|
722 | $58,691 | |
| 8 | TIGO |
Millicom International Cellular SA
|
388 | $35,214 |
All Filings in LBTYA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,591 | 140 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 LBTYK | $267,841 | 22,795 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||