Institute for Wealth Management, LLC.
Position in RCI — Rogers Communications Inc
CIK 1533954
DENVER, CO
Position in RCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$89,635
-$131,037 QoQ
Shares Held
2,758
-49.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 307 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RCI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. RCI ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
17,846 | $755,599 | |
| 2 | T |
At&T Inc.
|
32,982 | $682,727 | |
| 3 | CMCSA |
Comcast Corp
|
22,490 | $552,129 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
1,632 | $273,735 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
1,061 | $150,884 | |
| 6 | RCI |
Rogers Communications Inc
This page
|
2,758 | $89,635 | |
| 7 | GSAT |
Globalstar, Inc.
|
722 | $58,691 | |
| 8 | TIGO |
Millicom International Cellular SA
|
388 | $35,214 |
All Filings in RCI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,635 | 2,758 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $220,672 | 5,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,946 | 5,488 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $225,008 | 5,488 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $256,893 | 5,488 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $210,684 | 5,488 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $251,932 | 5,520 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $258,503 | 5,576 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $266,098 | 5,681 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $218,945 | 5,681 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $272,119 | 5,681 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $322,396 | 5,681 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $270,586 | 5,681 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $265,708 | 5,697 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $308,318 | 5,802 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $271,990 | 5,900 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $280,891 | 6,029 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $213,991 | 5,397 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $218,352 | 5,433 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $251,131 | 6,047 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||