Position in SURG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,826
-$25,740 QoQ
Shares Held
66,000
0.0% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 35 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Cetera Investment Advisers holds $317,637,821 across 25 Telecom Services names. SURG ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
3,112,912 | $131,800,694 | |
| 2 | T |
At&T Inc.
|
4,142,230 | $85,744,161 | |
| 3 | CMCSA |
Comcast Corp
|
1,332,064 | $32,702,171 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
186,618 | $31,301,437 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
709,491 | $9,386,565 | |
| 6 | ECHO |
EchoStar CORP
|
44,711 | $4,538,166 | |
| 7 | AMX |
America Movil Sab De Cv/
|
143,906 | $3,740,116 | |
| 8 | LBTYA |
Liberty Global Ltd.
|
331,191 | $3,643,101 |
All Filings in SURG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,826 | 66,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $49,566 | 66,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $76,820 | 46,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $132,491 | 47,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,194 | 45,400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $58,374 | 28,200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $39,516 | 22,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,848 | 22,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,918 | 12,200 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $46,970 | 12,200 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||