Position in PHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,064
New position
Shares Held
232
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 100 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Telecom Services
Communication Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $42,081,328 across 39 Telecom Services names. PHI ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
492,823 | $20,866,125 | |
| 2 | T |
At&T Inc.
|
412,764 | $8,544,214 | |
| 3 | CMCSA |
Comcast Corp
|
137,657 | $3,379,479 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
16,882 | $2,831,617 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
115,959 | $1,534,137 | |
| 6 | IRDM |
Iridium Communications Inc.
|
16,042 | $879,903 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
|
5,746 | $817,138 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
13,810 | $511,108 |
All Filings in PHI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,064 | 232 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||