Position in OPTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$164,851
+$17,350 QoQ
Shares Held
113,691
+0.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Lido Advisors, LLC holds $52,657,129 across 11 Telecom Services names. OPTU ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
111,013 | $18,620,209 | |
| 2 | VZ |
Verizon Communications Inc
|
417,522 | $17,677,879 | |
| 3 | T |
At&T Inc.
|
599,686 | $12,413,498 | |
| 4 | CMCSA |
Comcast Corp
|
65,789 | $1,615,118 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
7,097 | $1,009,264 | |
| 6 | IRDM |
Iridium Communications Inc.
|
9,801 | $537,584 | |
| 7 | ECHO |
EchoStar CORP
|
2,289 | $232,333 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
4,568 | $202,179 |
All Filings in OPTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,851 | 113,691 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $147,501 | 113,463 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $187,289 | 113,509 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $273,556 | 113,509 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $242,810 | 113,463 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,811 | 113,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,445 | 113,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $279,118 | 113,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $231,464 | 113,463 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $296,138 | 113,463 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $368,754 | 113,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $371,024 | 113,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $342,658 | 113,463 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $388,043 | 113,463 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $521,929 | 113,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $661,489 | 113,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,049,532 | 113,463 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,416,018 | 113,463 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,835,831 | 113,463 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,350,953 | 113,463 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,873,626 | 113,463 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,764,441 | 146,463 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,546,553 | 146,463 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,835,038 | 185,963 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,004,804 | 222,041 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,949,293 | 222,041 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||