Creative Planning
Position in SHEN — Shenandoah Telecommunications Co/Va/
CIK 1540235
OVERLAND PARK, KS
Position in SHEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$848,007
+$52,899 QoQ
Shares Held
54,994
-20.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Creative Planning holds $369,239,649 across 36 Telecom Services names. SHEN ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,396,232 | $70,090,846 | |
| 2 | T |
At&T Inc.
|
2,299,186 | $66,653,401 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,997 | $55,926,993 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
164,342 | $34,516,750 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
1,017,617 | $29,806,001 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
430,025 | $18,164,255 | |
| 7 | ECHO |
EchoStar CORP
|
100,020 | $11,709,340 | |
| 8 | BCE |
Bce Inc
|
352,870 | $8,906,438 |
All Filings in SHEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $848,007 | 54,994 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $795,108 | 68,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,023,194 | 76,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $963,152 | 70,509 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $758,385 | 60,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $854,466 | 67,761 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $950,915 | 67,393 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,140,911 | 69,866 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,212,356 | 69,796 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,517,723 | 70,200 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,458,590 | 70,771 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,377,198 | 70,880 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,688,519 | 88,776 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,410,683 | 88,834 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,474,646 | 86,642 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,922,253 | 86,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,041,745 | 86,588 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,229,159 | 87,418 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,760,660 | 87,418 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,240,647 | 87,418 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,052,811 | 103,520 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,426,724 | 102,352 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,622,959 | 104,027 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,942,796 | 120,568 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,041,399 | 122,668 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||