Position in LUMN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,250,500
+$1,296,003 QoQ
Shares Held
323,813
+163.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $125,792,347 across 9 Telecom Services names. LUMN ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,150,804 | $57,770,360 | |
| 2 | T |
At&T Inc.
|
1,566,553 | $45,414,371 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
38,423 | $8,069,982 | |
| 4 | CMCSA |
Comcast Corp
|
258,394 | $7,418,491 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
274,798 | $4,127,465 | |
| 6 | LUMN |
Lumen Technologies, Inc.
This page
|
323,813 | $2,250,500 | |
| 7 | SHEN |
Shenandoah Telecommunications Co/Va/
|
19,919 | $307,150 | |
| 8 | AMX |
America Movil Sab De Cv/
|
9,053 | $230,670 |
All Filings in LUMN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,250,500 | 323,813 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $954,497 | 122,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $89,847 | 14,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $76,544 | 17,476 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $64,433 | 16,437 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $103,136 | 19,423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $155,312 | 21,875 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,969 | 24,518 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,118 | 25,717 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $46,253 | 25,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $80,160 | 56,451 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $143,738 | 63,601 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $163,454 | 61,681 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,958,032 | 375,102 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,907,440 | 262,011 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,730,740 | 250,297 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,803,784 | 248,783 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,731,507 | 217,650 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,895,233 | 233,675 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $3,271,194 | 240,706 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $3,199,674 | 239,676 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||