Telephone and Data Systems, Inc.
US ˙ NYSE ˙ US8794338298

SecurityTDS / Telephone and Data Systems, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership26,134 shares
Latest Disclosed Value $ 1,100,230
Creative Planning reports 29.63% increase in ownership of TDS / Telephone and Data Systems, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 26,134 shares of Telephone and Data Systems, Inc. (US:TDS) valued at $1,100,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,160 shares of Telephone and Data Systems, Inc.. This represents a change in shares of 29.63% during the quarter. The current value of the position is $1,023,407 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 26,134 5,974 29.63 1,100 33.17 0.0007
2026-02-17 2025-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 20,160 -2,501 -11.04 827 -7.09 0.0006
2025-11-14 2025-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 22,661 5,556 32.48 889 46.22 0.0007
2025-08-08 2025-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 17,105 2,044 13.57 609 4.29 0.0005
2025-05-15 2025-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 15,061 198 1.33 583 15.22 0.0005
2025-02-14 2024-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 14,863 1,562 11.74 507 63.75 0.0005
2024-10-11 2024-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 13,301 997 8.10 309 21.18 0.0003
2024-08-15 2024-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 12,304 12,304 255 0.0003
2024-05-13 2024-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 0 -12,111 -100.00 0 -100.00
2024-02-14 2023-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 12,111 1,043 9.42 222 9.90 0.0004
2023-11-16 2023-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 11,068 908 8.94 203 143.37 0.0003
2023-07-21 2023-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 10,160 10,160 84 0.0001
2017-10-17 2017-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 0 -419 -100.00 0 -100.00
2017-07-12 2017-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 419 22 5.54 12 9.09 0.0001
2017-04-07 2017-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 397 -72 -15.35 11 -21.43 0.0001
2017-01-09 2016-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 469 70 17.54 14 27.27 0.0001
2016-10-12 2016-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 399 99 33.00 11 22.22 0.0001
2016-07-12 2016-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 300 300 0.00 9 0.0001
2015-07-09 2015-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 0 -2 -100.00 0 0.0000
2015-04-13 2015-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 2 2 0.00 0 0.0000
2015-01-29 2014-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 0 -419 -100.00 0 -100.00
2014-10-10 2014-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 419 291 227.34 10 233.33 0.0001
2014-08-20 2014-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 128 126 6,300.00 3 0.0000
2014-04-11 2014-03-31 13F TELEPHONE & DATA SYS COM NEW 879433829 2 0 0.00 0 0.0000
2014-01-06 2013-12-31 13F TELEPHONE & DATA SYS COM NEW 879433829 2 0 0.00 0 0.0000
2013-10-10 2013-09-30 13F TELEPHONE & DATA SYS COM NEW 879433829 2 -31 -93.94 0 -100.00
2013-07-09 2013-06-30 13F TELEPHONE & DATA SYS COM NEW 879433829 33 33 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.