Position in PHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,126,482
-$3,880,070 QoQ
Shares Held
64,297
-73.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 100 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Creative Planning holds $360,373,825 across 36 Telecom Services names. PHI ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,527,622 | $64,679,515 | |
| 2 | T |
At&T Inc.
|
2,319,979 | $48,023,564 | |
| 3 | CMCSA |
Comcast Corp
|
1,833,447 | $45,011,123 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
1,126,197 | $36,218,495 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
209,486 | $35,137,085 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
582,629 | $25,787,158 | |
| 7 | ECHO |
EchoStar CORP
|
97,760 | $9,922,640 | |
| 8 | TKC |
Turkcell Iletisim Hizmetleri A S
|
1,630,922 | $9,589,821 |
All Filings in PHI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,482 | 64,297 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,006,552 | 237,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,243,187 | 241,177 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,119,307 | 59,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580,363 | 72,627 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,517,696 | 115,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,862,770 | 84,098 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,825,070 | 67,897 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,376,583 | 56,050 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,156,084 | 46,881 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $795,987 | 33,973 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $245,709 | 11,893 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $481,375 | 20,598 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $299,010 | 11,842 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,631 | 12,747 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||