Position in TU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,270
-$913 QoQ
Shares Held
404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 290 holders
Holding Since
Sep 2025
4 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, 2026Center for Financial Planning, Inc. holds $904,226 across 7 Telecom Services names. TU ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
12,186 | $515,955 | |
| 2 | T |
At&T Inc.
|
11,756 | $243,349 | |
| 3 | CMCSA |
Comcast Corp
|
4,007 | $98,371 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
249 | $41,764 | |
| 5 | TU |
Telus Corp
This page
|
404 | $4,270 | |
| 6 | LBRDA |
Liberty Broadband Corp
|
10 | $332 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
14 | $185 |
All Filings in TU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,270 | 404 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,183 | 404 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,320 | 404 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,371 | 404 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||