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Equibles

Trek Financial, LLC

Position in SHEN — Shenandoah Telecommunications Co/Va/

CIK 1768195 Scottsdale, AZ
Back to SHEN Full portfolio

Position in SHEN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$450,831
-$10,165 QoQ
Shares Held
29,896
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#75
of 184 holders
Holding Since
Sep 2020
21 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 Jun 30, 2026

Trek Financial, LLC holds $4,018,281 across 6 Telecom Services names. SHEN ranks #3 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMUS
T-Mobile US, Inc.
 10,686 $1,792,362
2 TIGO
Millicom International Cellular SA
 9,795 $888,994
3 SHEN
Shenandoah Telecommunications Co/Va/
This page 		29,896 $450,831
4 T
At&T Inc.
 20,644 $427,330
5 VZ
Verizon Communications Inc
 5,528 $234,055
6 KT
Kt Corp
 13,004 $224,709

All Filings in SHEN

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $450,831 29,896
2026-03-31 $460,996 29,896
2025-12-31 $345,597 29,896
2025-09-30 $401,204 29,896
2025-06-30 $408,379 29,896
2025-03-31 $375,792 29,896
2024-12-31 $376,988 29,896
2024-09-30 $421,832 29,896
2024-06-30 $488,201 29,896
2024-03-31 $519,293 29,896
2023-12-31 $646,351 29,896
2023-09-30 $657,376 31,896
2023-06-30 $619,739 31,896
2023-03-31 $606,661 31,896
2022-12-31 $506,508 31,896
2022-09-30 $542,869 31,896
2022-06-30 $638,472 28,760
2022-03-31 $678,160 28,760
2021-12-31 $733,380 28,760
2021-09-30 $908,240 28,760
2020-09-30 $1,278,094 28,760