Position in SURG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,098
-$10,911 QoQ
Shares Held
27,975
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 35 holders
Holding Since
Jun 2023
13 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, 2026BAILARD, INC. holds $6,729,734 across 8 Telecom Services names. SURG ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
92,956 | $2,282,069 | |
| 2 | VZ |
Verizon Communications Inc
|
53,451 | $2,263,115 | |
| 3 | AMX |
America Movil Sab De Cv/
|
40,285 | $1,047,007 | |
| 4 | ATNI |
ATN International, Inc.
|
11,800 | $312,582 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
1,859 | $311,810 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
21,869 | $289,326 | |
| 7 | T |
At&T Inc.
|
10,325 | $213,727 | |
| 8 | SURG |
SurgePays, Inc.
This page
|
27,975 | $10,098 |
All Filings in SURG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,098 | 27,975 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $21,009 | 27,975 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $46,718 | 27,975 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $126,660 | 45,075 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $140,183 | 45,075 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $94,143 | 45,480 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $80,233 | 45,075 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $84,030 | 45,669 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $155,573 | 48,769 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $187,760 | 48,769 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $422,346 | 65,480 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $276,471 | 59,075 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $97,954 | 13,400 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||