Kozak & Associates, Inc.

Position in LUMN — Lumen Technologies, Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in LUMN

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,090

+$104 QoQ

Shares Held

142

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#518

of 622 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $189,038 across 5 Telecom Services names. LUMN ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	5,465	$113,125
2	CMCSA	Comcast Corp	1,924	$47,234
3	VZ	Verizon Communications Inc	612	$25,912
4	TMUS	T-Mobile US, Inc.	10	$1,677
5	LUMN	Lumen Technologies, Inc. This page	142	$1,090

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,090	142	0.0%	Shares	Sole	2026-07-02
2026-03-31	$986	142	0.0%	Shares	Sole	2026-04-14
2025-12-31	$1,103	142	0.0%	Shares	Sole	2026-01-12
2025-09-30	$869	142	0.0%	Shares	Sole	2025-11-18
2025-06-30	$621	142	0.0%	Shares	Sole	2025-07-10
2025-03-31	$556	142	0.0%	Shares	Sole	2025-04-15
2024-12-31	$754	142	0.0%	Shares	Sole	2025-01-06
2024-09-30	$1,008	142	0.0%	Shares	Sole	2024-10-17
2024-06-30	$156	142	0.0%	Shares	Sole	2024-07-05
2024-03-31	$221	142	0.0%	Shares	Sole	2024-05-17
2023-12-31	$259	142	0.0%	Shares	Sole	2024-01-17
2023-09-30	$201	142	-71.5%	Shares	Sole	2023-10-17
2023-06-30	$1,127	499	0.0%	Shares	Sole	2023-07-05
2023-03-31	$1,322	499	0.0%	Shares	Sole	2023-04-03
2022-12-31	$3	499	0.0%	Shares	Sole	2023-01-03
2022-09-30	$3,632	499	+2.5%	Shares	Sole	2022-10-12
2022-06-30	$5,313	487	+4.5%	Shares	Sole	2022-10-12
2022-03-31	$5,251	466	0.0%	Shares	Sole	2022-05-26
2021-12-31	$5,848	466	+2.2%	Shares	Sole	2022-03-11
2021-09-30	$5,649	456	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.