BSW Wealth Partners

Position in LUMN — Lumen Technologies, Inc.

CIK 1512601 BOULDER, CO

Position in LUMN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,129,559

+$183,817 QoQ

Shares Held

147,078

+8.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#19

of 161 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

BSW Wealth Partners holds $4,757,316 across 9 Telecom Services names. LUMN ranks #1 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUMN	Lumen Technologies, Inc. This page	147,078	$1,129,559
2	VZ	Verizon Communications Inc	18,828	$797,177
3	T	At&T Inc.	30,614	$633,709
4	CHT	Chunghwa Telecom Co Ltd	14,085	$623,402
5	SKM	Sk Telecom Co Ltd	16,349	$525,783
6	VIV	Telefonica Brasil S.A.	26,449	$348,068
7	TMUS	T-Mobile US, Inc.	1,739	$291,682
8	AMX	America Movil Sab De Cv/	8,633	$224,371

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,129,559	147,078	+8.1%	Shares	Sole	2026-07-15
2026-03-31	$945,742	136,078	-10.8%	Shares	Sole	2026-04-14
2025-12-31	$1,185,531	152,578	-17.6%	Shares	Sole	2026-01-23
2025-09-30	$1,132,677	185,078	-13.9%	Shares	Sole	2025-10-15
2025-06-30	$942,041	215,078	+19.4%	Shares	Sole	2025-07-18
2025-03-31	$706,317	180,183	+9.1%	Shares	Sole	2025-04-24
2024-12-31	$876,643	165,093	+26.9%	Shares	Sole	2025-01-22
2024-09-30	$923,454	130,064	-42.5%	Shares	Sole	2024-10-29
2024-06-30	$248,670	226,064	+29.1%	Shares	Sole	2024-07-16
2024-03-31	$273,195	175,125	+519.0%	Shares	Sole	2024-04-23
2022-12-31	$147,689	28,293	+71.8%	Shares	Sole	2023-02-14
2021-12-31	$206,698	16,470	+21.5%	Shares	Sole	2022-02-14
2021-09-30	$167,921	13,553	+17.2%	Shares	Sole	2021-11-15
2021-06-30	$157,154	11,564	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.