Position in TU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,171
-$678 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
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, 2026West Financial Advisors, LLC holds $14,885 across 5 Telecom Services names. TU ranks #2 (21.3% of the industry book) .
All Filings in TU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171 | 300 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,849 | 300 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,951 | 300 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,731 | 300 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,818 | 300 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,302 | 300 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||