Position in SURG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,732
-$12,675 QoQ
Shares Held
32,500
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 35 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $122,715,351 across 33 Telecom Services names. SURG ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
2,360,407 | $48,860,424 | |
| 2 | VZ |
Verizon Communications Inc
|
889,596 | $37,665,494 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
85,790 | $14,389,556 | |
| 4 | CMCSA |
Comcast Corp
|
433,058 | $10,631,573 | |
| 5 | TDS |
Telephone & Data Systems Inc /De/
|
81,383 | $3,011,984 | |
| 6 | TIGO |
Millicom International Cellular SA
|
15,779 | $1,432,102 | |
| 7 | AMX |
America Movil Sab De Cv/
|
48,150 | $1,251,418 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
|
5,496 | $781,586 |
All Filings in SURG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,732 | 32,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,407 | 32,500 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $54,275 | 32,500 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $91,325 | 32,500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $59,090 | 19,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,910 | 13,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,140 | 13,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,920 | 13,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,470 | 13,000 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $56,279 | 14,618 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,820 | 11,600 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $47,169 | 10,079 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||