Position in TU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,157,774
-$279,121 QoQ
Shares Held
109,534
-2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 290 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Creative Planning holds $360,373,825 across 36 Telecom Services names. TU ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,527,622 | $64,679,515 | |
| 2 | T |
At&T Inc.
|
2,319,979 | $48,023,564 | |
| 3 | CMCSA |
Comcast Corp
|
1,833,447 | $45,011,123 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
1,126,197 | $36,218,495 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
209,486 | $35,137,085 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
582,629 | $25,787,158 | |
| 7 | ECHO |
EchoStar CORP
|
97,760 | $9,922,640 | |
| 8 | TKC |
Turkcell Iletisim Hizmetleri A S
|
1,630,922 | $9,589,821 |
All Filings in TU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,774 | 109,534 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,436,895 | 111,995 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,501,419 | 114,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $200,578 | 12,719 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $164,754 | 12,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $201,242 | 11,993 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $181,543 | 11,991 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $186,852 | 11,671 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $203,410 | 11,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332,061 | 20,322 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $292,386 | 15,025 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,220 | 12,851 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,264 | 15,964 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $246,641 | 12,419 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $276,673 | 12,418 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $298,414 | 11,416 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,359 | 9,731 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $204,206 | 9,299 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $204,068 | 9,098 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $245,437 | 12,315 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $238,728 | 12,057 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $212,288 | 12,055 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $202,145 | 12,054 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||