Position in T
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,464,820
-$365,909 QoQ
Shares Held
264,001
+31.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#501
of 2,657 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,699,501 across 13 Telecom Services names. T ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
172,916 | $7,321,263 | |
| 2 | T |
At&T Inc.
This page
|
264,001 | $5,464,820 | |
| 3 | CMCSA |
Comcast Corp
|
76,536 | $1,878,958 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
10,681 | $1,791,524 | |
| 5 | IRDM |
Iridium Communications Inc.
|
9,459 | $518,826 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,125 | $302,196 | |
| 7 | GSAT |
Globalstar, Inc.
|
3,239 | $263,298 | |
| 8 | BCE |
Bce Inc
|
11,714 | $251,968 |
All Filings in T
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,464,820 | 264,001 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,830,729 | 201,129 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,271,892 | 212,234 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $6,720,996 | 232,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,431,258 | 192,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,674,202 | 205,279 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,429,646 | 155,893 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,200,688 | 115,159 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,929,136 | 109,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,705,955 | 101,666 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,345,598 | 156,165 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $85,858 | 5,383 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $171,517 | 8,910 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,553,577 | 138,706 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,401,369 | 156,543 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $3,425,534 | 163,432 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,075,037 | 130,133 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,524,055 | 143,254 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,504,520 | 129,749 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,169,740 | 144,883 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $4,497,660 | 148,585 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,518,809 | 157,121 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $4,463,718 | 156,567 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,961,251 | 164,117 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,839,207 | 200,316 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||