Position in TU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,346
-$2,041 QoQ
Shares Held
222
-35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
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, 2026True Wealth Design, LLC holds $651,304 across 32 Telecom Services names. TU ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
1,038 | $174,103 | |
| 2 | CHTR |
Charter Communications, Inc. /Mo/
|
1,072 | $152,449 | |
| 3 | IRDM |
Iridium Communications Inc.
|
1,722 | $94,451 | |
| 4 | VZ |
Verizon Communications Inc
|
1,573 | $66,600 | |
| 5 | T |
At&T Inc.
|
1,741 | $36,038 | |
| 6 | LUMN |
Lumen Technologies, Inc.
|
3,000 | $23,040 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
1,395 | $18,455 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
372 | $16,464 |
All Filings in TU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,346 | 222 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,387 | 342 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,527 | 116 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,624 | 103 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||