Position in TU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,722,902
+$200,548 QoQ
Shares Held
368,114
+7.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.70594978729415.ToString("F0")%
Shared 0.ToString("F0")%
None 54.29405021270585.ToString("F0")%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026LPL Financial LLC holds $1,169,525,098 across 27 Telecom Services names. TU ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
10,214,187 | $512,752,187 | |
| 2 | T |
At&T Inc.
|
11,988,366 | $347,542,730 | |
| 3 | CMCSA |
Comcast Corp
|
4,220,676 | $121,175,607 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
518,393 | $108,878,081 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
780,121 | $11,717,417 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
47,688 | $10,294,885 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
1,375,956 | $9,562,894 | |
| 8 | ECHO |
EchoStar CORP
|
61,752 | $7,229,306 |
All Filings in TU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,722,902 | 368,114 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,522,354 | 343,383 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,747,597 | 364,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,236,876 | 326,082 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,313,916 | 300,831 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,790,386 | 279,527 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,565,502 | 272,080 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,862,153 | 255,096 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,652,105 | 228,114 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,293,551 | 185,135 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,608,705 | 220,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,587,247 | 235,727 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,502,778 | 226,726 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,194,325 | 217,210 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,279,610 | 114,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,245,489 | 100,785 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,883,529 | 110,311 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,121,347 | 90,002 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $486,040 | 22,133 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $452,614 | 20,179 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $452,112 | 22,685 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $559,825 | 28,274 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $510,778 | 29,005 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $373,618 | 22,279 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $304,238 | 19,280 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||