Summit Financial, LLC

Position in LUMN — Lumen Technologies, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in LUMN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,574,886

+$666,997 QoQ

Shares Held

856,105

+0.7% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#76

of 622 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Summit Financial, LLC holds $25,249,808 across 5 Telecom Services names. LUMN ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	388,479	$8,041,515
2	VZ	Verizon Communications Inc	179,895	$7,616,754
3	LUMN	Lumen Technologies, Inc. This page	856,105	$6,574,886
4	TMUS	T-Mobile US, Inc.	16,124	$2,704,478
5	VOD	Vodafone Group Public Ltd Co	23,596	$312,175

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,574,886	856,105	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$5,907,889	850,056	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$6,600,747	849,517	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$5,207,275	850,862	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.