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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

TDS holding history

Telephone & Data Systems Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TDS overviewAll 13F holders of TDSFull Q2 2026 holdings

Shares (Q2 2026)
6,302
Value
$233.2K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of TDS by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,302$233.2K<0.1%+182+3.0%AddedHolders
Q1 20266,120$257.6K<0.1%+94+1.6%AddedHolders
Q4 20256,026$247.1K<0.1%+220+3.8%AddedHolders
Q3 20255,806$227.8K<0.1%−20.0%ReducedHolders
Q2 20255,808$206.6K<0.1%−75−1.3%ReducedHolders
Q1 20255,883$227.9K<0.1%−218−3.6%ReducedHolders
Q4 20246,101$208.1K<0.1%+6,101NewHolders
Q1 20240$00.0%−20,295−100.0%Sold outHolders
Q4 202320,295$372.4K<0.1%−1,185−5.5%ReducedHolders
Q3 202321,480$393.3K<0.1%+4,741+28.3%AddedHolders
Q2 202316,739$137.8K<0.1%+2,201+15.1%AddedHolders
Q1 202314,538$152.8K<0.1%+2,424+20.0%AddedHolders
Q4 202212,114$127.1K<0.1%−3,542−22.6%ReducedHolders
Q3 202215,656$218.0K<0.1%+12,505+396.9%AddedHolders
Q2 20223,151$50.0K<0.1%−4,259−57.5%ReducedHolders
Q1 20227,410$140.0K<0.1%+4,844+188.8%AddedHolders
Q4 20212,566$52.0K<0.1%−213−7.7%ReducedHolders
Q3 20212,779$54.0K<0.1%+181+7.0%AddedHolders
Q2 20212,598$59.0K<0.1%+81+3.2%AddedHolders
Q1 20212,517$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.