Position in LBTYA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$121,444
+$1,712 QoQ
Shares Held
10,045
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LBTYA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,699,501 across 13 Telecom Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
172,916 | $7,321,263 | |
| 2 | T |
At&T Inc.
|
264,001 | $5,464,820 | |
| 3 | CMCSA |
Comcast Corp
|
76,536 | $1,878,958 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
10,681 | $1,791,524 | |
| 5 | IRDM |
Iridium Communications Inc.
|
9,459 | $518,826 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,125 | $302,196 | |
| 7 | GSAT |
Globalstar, Inc.
|
3,239 | $263,298 | |
| 8 | BCE |
Bce Inc
|
11,714 | $251,968 |
All Filings in LBTYA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,444 | 10,045 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $119,732 | 10,748 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||