Position in T
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,887,790
+$3,413,893 QoQ
Shares Held
134,108
+602.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Derivatives in T
reported options exposure · as of Mar 31, 2026CallValue
$2,899
CallShares
100
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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $30,556,753 across 9 Telecom Services names. T ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
316,425 | $15,884,535 | |
| 2 | T |
At&T Inc.
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|
134,108 | $3,887,790 | |
| 3 | CMCSA |
Comcast Corp
|
105,951 | $3,041,853 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
13,170 | $2,766,095 | |
| 5 | VIV |
Telefonica Brasil S.A.
|
150,583 | $2,395,775 | |
| 6 | VEON |
VEON Ltd.
|
30,497 | $1,412,011 | |
| 7 | AMX |
America Movil Sab De Cv/
|
21,709 | $553,145 | |
| 8 | KT |
Kt Corp
|
22,594 | $484,641 |
All Filings in T
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,899 | 100 | Call | Sole | 2026-05-01 | |
| 2026-03-31 | $3,887,790 | 134,108 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $473,897 | 19,078 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $487,648 | 17,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $507,231 | 17,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $463,763 | 16,399 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $481,699 | 21,155 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $400,818 | 18,219 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $420,228 | 21,990 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||