Position in TDS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$307,024
+$45,845 QoQ
Shares Held
8,296
+33.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 345 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDS Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026AE Wealth Management LLC holds $144,452,666 across 10 Telecom Services names. TDS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
2,592,511 | $63,646,109 | |
| 2 | VZ |
Verizon Communications Inc
|
1,016,769 | $43,049,967 | |
| 3 | T |
At&T Inc.
|
1,302,118 | $26,953,803 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
50,446 | $8,461,275 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
5,831 | $829,205 | |
| 6 | ECHO |
EchoStar CORP
|
5,531 | $561,386 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
44,369 | $340,737 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
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|
8,296 | $307,024 |
All Filings in TDS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,024 | 8,296 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $261,179 | 6,204 | Shares | Other | 2026-05-13 | |
| 2021-09-30 | $204,613 | 10,493 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $221,524 | 9,776 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $229,600 | 10,000 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||