Pinnacle Wealth Planning Services, Inc.
Position in LUMN — Lumen Technologies, Inc.
CIK 1726752
MANSFIELD, OH
Position in LUMN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$183,413
+$21,075 QoQ
Shares Held
23,882
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 607 holders
Holding Since
Dec 2020
8 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,244,623 across 29 Telecom Services names. LUMN ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
38,122 | $789,125 | |
| 2 | VZ |
Verizon Communications Inc
|
17,912 | $758,394 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
2,792 | $468,302 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
9,448 | $303,847 | |
| 5 | LUMN |
Lumen Technologies, Inc.
This page
|
23,882 | $183,413 | |
| 6 | IRDM |
Iridium Communications Inc.
|
2,063 | $113,155 | |
| 7 | CMCSA |
Comcast Corp
|
3,933 | $96,555 | |
| 8 | RCI |
Rogers Communications Inc
|
2,789 | $90,642 |
All Filings in LUMN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,413 | 23,882 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $162,338 | 23,358 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $173,675 | 22,352 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $132,026 | 21,573 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,856 | 19,602 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $64,415 | 12,131 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $90,099 | 12,690 | Shares | Sole | 2024-11-13 | |
| 2020-12-31 | $3,597 | 369 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||