Position in TU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,025
-$69,657 QoQ
Shares Held
4,449
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 290 holders
Holding Since
Mar 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $6,283,830 across 42 Telecom Services names. TU ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
8,358 | $1,401,881 | |
| 2 | VZ |
Verizon Communications Inc
|
24,327 | $1,029,997 | |
| 3 | T |
At&T Inc.
|
31,141 | $644,613 | |
| 4 | CMCSA |
Comcast Corp
|
20,977 | $514,979 | |
| 5 | GSAT |
Globalstar, Inc.
|
4,341 | $352,877 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,220 | $315,702 | |
| 7 | IRDM |
Iridium Communications Inc.
|
5,621 | $308,308 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
5,808 | $257,059 |
All Filings in TU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,025 | 4,449 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $116,682 | 8,860 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $144,878 | 9,187 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $139,688 | 8,698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $74,394 | 5,188 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,272 | 4,740 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $107,170 | 6,387 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $91,095 | 6,017 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $251,583 | 14,142 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $325,670 | 19,931 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $232,311 | 11,938 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $165,849 | 8,351 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $156,487 | 8,104 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $120,032 | 6,044 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $90,078 | 4,043 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $105,684 | 4,043 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||