Perigon Wealth Management, LLC

Position in LUMN — Lumen Technologies, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in LUMN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$894,558

+$457,716 QoQ

Shares Held

116,479

+85.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#182

of 607 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Communication Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $16,024,988 across 9 Telecom Services names. LUMN ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	173,307	$7,337,818
2	T	At&T Inc.	153,344	$3,174,220
3	CMCSA	Comcast Corp	66,656	$1,636,404
4	LUMN	Lumen Technologies, Inc. This page	116,479	$894,558
5	CHTR	Charter Communications, Inc. /Mo/	5,953	$846,576
6	TMUS	T-Mobile US, Inc.	3,700	$620,601
7	ECHO	EchoStar CORP	5,232	$531,048
8	VOD	Vodafone Group Public Ltd Co	39,391	$521,142

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,558	116,479	+85.3%	Shares	Sole	2026-08-07
2026-03-31	$436,842	62,855	+457.8%	Shares	Sole	2026-04-10
2024-03-31	$17,579	11,269	-61.3%	Shares	Sole	2024-04-29
2022-12-31	$152,100	29,138	-1.0%	Shares	Sole	2023-05-01
2022-09-30	$214,250	29,430	+0.0%	Shares	Sole	2022-12-13
2022-06-30	$320,939	29,417	+3.9%	Shares	Sole	2022-08-11
2022-03-31	$319,200	28,323	+19.7%	Shares	Sole	2022-05-16
2021-12-31	$296,933	23,660	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$295,018	23,811	-8.0%	Shares	Sole	2021-11-01
2021-06-30	$351,573	25,870	+0.2%	Shares	Sole	2021-07-19
2021-03-31	$344,683	25,819	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.