Position in T
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$66,653,401
+$14,662,214 QoQ
Shares Held
2,299,186
+9.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5899914143527317.ToString("F0")%
Shared 0.ToString("F0")%
None 99.41000858564728.ToString("F0")%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Derivatives in T
reported options exposure · as of Jun 30, 2024CallValue
$11,466
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Mar 31, 2026Creative Planning holds $369,239,649 across 36 Telecom Services names. T ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,396,232 | $70,090,846 | |
| 2 | T |
At&T Inc.
This page
|
2,299,186 | $66,653,401 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,997 | $55,926,993 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
164,342 | $34,516,750 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
1,017,617 | $29,806,001 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
430,025 | $18,164,255 | |
| 7 | ECHO |
EchoStar CORP
|
100,020 | $11,709,340 | |
| 8 | BCE |
Bce Inc
|
352,870 | $8,906,438 |
All Filings in T
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,653,401 | 2,299,186 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $51,991,187 | 2,093,043 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,072,961 | 2,056,408 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,006,242 | 1,969,808 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $55,268,819 | 1,954,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,427,419 | 1,819,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,425,094 | 1,564,777 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $29,065,506 | 1,520,959 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $11,466 | 600 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $10,560 | 600 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $26,159,671 | 1,486,345 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $23,102,871 | 1,376,810 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,514 | 700 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $20,747,381 | 1,381,317 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,380 | 400 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $19,954,422 | 1,251,061 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $25,427,671 | 1,320,918 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,418,158 | 1,326,353 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,473,101 | 1,334,622 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,036,116 | 1,337,601 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,708 | 600 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $19,171,266 | 1,074,177 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,734,370 | 1,008,303 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,765,316 | 1,312,006 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,057,339 | 1,152,740 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,862 | 1,000 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $30,331,221 | 1,326,680 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $29,723,326 | 1,368,345 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $21,722 | 1,000 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $28,479,013 | 1,322,563 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $27,489,860 | 1,203,990 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $26,346,164 | 1,196,650 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||