Position in TU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$130,920
-$26,645 QoQ
Shares Held
12,386
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#206
of 290 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $6,901,361 across 7 Telecom Services names. TU ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
66,783 | $2,827,592 | |
| 2 | T |
At&T Inc.
|
108,180 | $2,239,326 | |
| 3 | CMCSA |
Comcast Corp
|
42,546 | $1,044,504 | |
| 4 | VOD |
Vodafone Group Public Ltd Co
|
22,637 | $299,487 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
1,335 | $223,919 | |
| 6 | VIV |
Telefonica Brasil S.A.
|
10,305 | $135,613 | |
| 7 | TU |
Telus Corp
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|
12,386 | $130,920 |
All Filings in TU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,920 | 12,386 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $157,565 | 12,281 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $156,354 | 11,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,086 | 11,483 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $172,291 | 10,728 | Shares | Sole | 2025-08-19 | |
| 2024-09-30 | $180,452 | 10,754 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $159,863 | 10,559 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $185,087 | 10,404 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||