Position in TU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$313,757
-$9,434 QoQ
Shares Held
24,455
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,262,019 across 6 Telecom Services names.
All Filings in TU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,757 | 24,455 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $323,191 | 24,540 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $6,237 | 460 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $3,137 | 187 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,180 | 78 | Shares | Other | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||