Position in TU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,976
+$561 QoQ
Shares Held
660
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#246
of 290 holders
Holding Since
Mar 2025
6 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, 2026Physician Wealth Advisors, Inc. holds $541,299 across 27 Telecom Services names. TU ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
10,904 | $225,712 | |
| 2 | VZ |
Verizon Communications Inc
|
3,019 | $127,824 | |
| 3 | CMCSA |
Comcast Corp
|
2,291 | $56,244 | |
| 4 | CHT |
Chunghwa Telecom Co Ltd
|
642 | $28,414 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
139 | $23,314 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
629 | $20,228 | |
| 7 | KT |
Kt Corp
|
662 | $11,439 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
605 | $8,004 |
All Filings in TU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,976 | 660 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,415 | 500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,585 | 500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,973 | 569 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,138 | 569 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,170 | 500 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||