NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in LUMN — Lumen Technologies, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in LUMN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$756,264
+$294,632 QoQ
Shares Held
98,472
+48.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#22
of 161 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $10,736,501 across 6 Telecom Services names. LUMN ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
130,462 | $5,523,761 | |
| 2 | KT |
Kt Corp
|
135,600 | $2,343,168 | |
| 3 | T |
At&T Inc.
|
49,793 | $1,030,715 | |
| 4 | LUMN |
Lumen Technologies, Inc.
This page
|
98,472 | $756,264 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
54,926 | $726,670 | |
| 6 | TMUS |
T-Mobile US, Inc.
|
2,122 | $355,923 |
All Filings in LUMN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,264 | 98,472 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $461,632 | 66,422 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $496,673 | 63,922 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $365,192 | 59,672 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $289,614 | 66,122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $582,284 | 148,542 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $417,987 | 78,717 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $669,295 | 94,267 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $141,313 | 128,467 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $200,622 | 128,604 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $242,116 | 132,304 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $205,586 | 144,779 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $731,740 | 323,779 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $850,859 | 321,079 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $720,772 | 138,079 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,416,807 | 331,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,240,444 | 297,016 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,274,442 | 290,545 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||