Position in TU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$144,606
-$30,077 QoQ
Shares Held
11,271
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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, 2026Beverly Hills Private Wealth, LLC holds $14,492,867 across 3 Telecom Services names.
All Filings in TU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,606 | 11,271 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $174,683 | 11,077 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $184,946 | 11,516 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $324,469 | 22,627 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $291,429 | 21,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,735 | 19,591 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,328 | 23,932 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $387,440 | 24,200 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $278,731 | 15,668 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $293,154 | 17,941 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $708,324 | 36,399 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $348,840 | 17,565 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $217,140 | 11,245 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||