Robertson Stephens Wealth Management, LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 1767307
San Francisco, CA
Position in LUMN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$323,765
+$21,239 QoQ
Shares Held
42,157
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#253
of 607 holders
Holding Since
Dec 2022
6 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, 2026Robertson Stephens Wealth Management, LLC holds $11,781,514 across 6 Telecom Services names. LUMN ranks #5 (2.7% of the industry book) .
All Filings in LUMN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,765 | 42,157 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $302,526 | 43,529 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $323,550 | 41,641 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $91,806 | 15,001 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $65,704 | 15,001 | Shares | Sole | 2025-07-24 | |
| 2022-12-31 | $285,925 | 54,775 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||