Position in TU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,284
+$242 QoQ
Shares Held
500
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#252
of 290 holders
Holding Since
Jun 2025
5 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, 2026Bare Financial Services, Inc holds $189,690 across 21 Telecom Services names. TU ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
841 | $35,606 | |
| 2 | T |
At&T Inc.
|
1,085 | $22,458 | |
| 3 | CHT |
Chunghwa Telecom Co Ltd
|
436 | $19,296 | |
| 4 | LUMN |
Lumen Technologies, Inc.
|
2,319 | $17,809 | |
| 5 | CMCSA |
Comcast Corp
|
571 | $14,016 | |
| 6 | TMUS |
T-Mobile US, Inc.
|
76 | $12,747 | |
| 7 | TDS |
Telephone & Data Systems Inc /De/
|
322 | $11,916 | |
| 8 | BCE |
Bce Inc
|
452 | $9,721 |
All Filings in TU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,284 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,042 | 393 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,739 | 208 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,280 | 208 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,340 | 208 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||