EVERGREEN CAPITAL MANAGEMENT LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 1260824
Bellevue, WA
Position in LUMN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$611,389
+$58,357 QoQ
Shares Held
79,608
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#204
of 607 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $193,166,431 across 15 Telecom Services names. LUMN ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
591,907 | $99,280,560 | |
| 2 | ECHO |
EchoStar CORP
|
831,632 | $84,410,647 | |
| 3 | T |
At&T Inc.
|
131,470 | $2,721,428 | |
| 4 | VZ |
Verizon Communications Inc
|
43,355 | $1,835,650 | |
| 5 | CMCSA |
Comcast Corp
|
45,645 | $1,120,584 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
50,350 | $666,129 | |
| 7 | AMX |
America Movil Sab De Cv/
|
24,352 | $632,908 | |
| 8 | LUMN |
Lumen Technologies, Inc.
This page
|
79,608 | $611,389 |
All Filings in LUMN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,389 | 79,608 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $553,032 | 79,573 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $602,772 | 77,577 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $352,596 | 57,614 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $137,934 | 31,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $198,410 | 50,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $284,057 | 53,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $345,961 | 48,727 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,333 | 26,667 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $122,193 | 78,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $85,019 | 46,459 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $64,788 | 45,626 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,040 | 59,310 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $34,579 | 13,049 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||