Position in SURG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$158,221
-$170,932 QoQ
Shares Held
438,287
0.0% QoQ
Ownership
0.828%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2
of 35 holders
Holding Since
Dec 2025
3 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, 2026Gaddis Premier Wealth Advisors LLC holds $649,328 across 2 Telecom Services names. SURG ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
23,725 | $491,107 | |
| 2 | SURG |
SurgePays, Inc.
This page
|
438,287 | $158,221 |
All Filings in SURG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,221 | 438,287 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $329,153 | 438,287 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $631,133 | 377,924 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||