Position in T
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$682,727
-$317,254 QoQ
Shares Held
32,982
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,285
of 2,657 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. T ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
17,846 | $755,599 | |
| 2 | T |
At&T Inc.
This page
|
32,982 | $682,727 | |
| 3 | CMCSA |
Comcast Corp
|
22,490 | $552,129 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
1,632 | $273,735 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
1,061 | $150,884 | |
| 6 | RCI |
Rogers Communications Inc
|
2,758 | $89,635 | |
| 7 | GSAT |
Globalstar, Inc.
|
722 | $58,691 | |
| 8 | TIGO |
Millicom International Cellular SA
|
388 | $35,214 |
All Filings in T
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,727 | 32,982 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $999,981 | 34,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,063,872 | 42,829 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,158,094 | 41,009 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,196,061 | 41,329 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,181,821 | 41,790 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $954,131 | 41,903 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $941,842 | 42,811 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $849,936 | 44,476 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $783,604 | 44,523 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $769,631 | 45,866 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $669,771 | 44,592 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $597,056 | 37,433 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $732,077 | 38,030 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $743,193 | 40,369 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $564,220 | 36,781 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $770,196 | 36,746 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $868,660 | 36,761 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $881,493 | 35,833 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $878,203 | 32,514 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $612,900 | 21,296 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $691,638 | 22,849 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $693,750 | 24,122 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $925,376 | 32,458 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,506,480 | 49,834 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,444,206 | 49,544 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||