MONETA GROUP INVESTMENT ADVISORS LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 1120927
ST LOUIS, MO
Position in LUMN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,401
+$49,152 QoQ
Shares Held
67,370
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 607 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $8,389,002 across 7 Telecom Services names. LUMN ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
113,507 | $4,805,886 | |
| 2 | T |
At&T Inc.
|
73,340 | $1,518,138 | |
| 3 | CMCSA |
Comcast Corp
|
21,967 | $539,289 | |
| 4 | LUMN |
Lumen Technologies, Inc.
This page
|
67,370 | $517,401 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
2,480 | $415,970 | |
| 6 | CXDO |
Crexendo, Inc.
|
40,388 | $301,698 | |
| 7 | AMX |
America Movil Sab De Cv/
|
11,182 | $290,620 |
All Filings in LUMN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,401 | 67,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $468,249 | 67,374 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $523,565 | 67,383 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $411,398 | 67,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $290,249 | 66,267 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $39,784 | 15,013 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||