Position in PHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,814
-$97,668 QoQ
Shares Held
3,300
-55.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 100 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,283,830 across 42 Telecom Services names. PHI ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
8,358 | $1,401,881 | |
| 2 | VZ |
Verizon Communications Inc
|
24,327 | $1,029,997 | |
| 3 | T |
At&T Inc.
|
31,141 | $644,613 | |
| 4 | CMCSA |
Comcast Corp
|
20,977 | $514,979 | |
| 5 | GSAT |
Globalstar, Inc.
|
4,341 | $352,877 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,220 | $315,702 | |
| 7 | IRDM |
Iridium Communications Inc.
|
5,621 | $308,308 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
5,808 | $257,059 |
All Filings in PHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,814 | 3,300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $155,482 | 7,390 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $92,066 | 4,235 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,581 | 2,705 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $66,779 | 3,069 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,308 | 1,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,790 | 1,345 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,741 | 1,739 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,094 | 1,429 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,424 | 1,396 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $13,516 | 577 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,541 | 123 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,360 | 101 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,222 | 88 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,465 | 459 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $53,484 | 2,114 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $67,348 | 2,214 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,330 | 294 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $10,501 | 294 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||