Position in LUMN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$340,737
+$45,916 QoQ
Shares Held
44,369
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 607 holders
Holding Since
Mar 2021
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, 2026AE Wealth Management LLC holds $144,452,666 across 10 Telecom Services names. LUMN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
2,592,511 | $63,646,109 | |
| 2 | VZ |
Verizon Communications Inc
|
1,016,769 | $43,049,967 | |
| 3 | T |
At&T Inc.
|
1,302,118 | $26,953,803 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
50,446 | $8,461,275 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
5,831 | $829,205 | |
| 6 | ECHO |
EchoStar CORP
|
5,531 | $561,386 | |
| 7 | LUMN |
Lumen Technologies, Inc.
This page
|
44,369 | $340,737 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
8,296 | $307,024 |
All Filings in LUMN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,737 | 44,369 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $294,821 | 42,423 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $187,933 | 24,188 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $155,766 | 25,453 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $91,857 | 20,973 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $90,609 | 23,116 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $47,307 | 25,851 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,521 | 31,353 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $574,663 | 254,276 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,194,099 | 827,962 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,637,722 | 1,846,307 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,702,443 | 1,058,028 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,551,955 | 875,523 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,240,785 | 553,752 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,323,998 | 424,223 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,610,071 | 372,080 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,042,168 | 297,437 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,781,966 | 208,387 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||