Position in LUMN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,392
+$417 QoQ
Shares Held
572
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 622 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,172,560 across 12 Telecom Services names. LUMN ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
13,416 | $568,033 | |
| 2 | T |
At&T Inc.
|
19,229 | $398,040 | |
| 3 | CMCSA |
Comcast Corp
|
3,309 | $81,235 | |
| 4 | ECHO |
EchoStar CORP
|
502 | $50,953 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
2,364 | $31,275 | |
| 6 | AMX |
America Movil Sab De Cv/
|
784 | $20,376 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
|
69 | $9,812 | |
| 8 | LUMN |
Lumen Technologies, Inc.
This page
|
572 | $4,392 |
All Filings in LUMN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,392 | 572 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,975 | 572 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $4,444 | 572 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,500 | 572 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,334 | 533 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,089 | 533 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,830 | 533 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,784 | 533 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $586 | 533 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $831 | 533 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $975 | 533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,892 | 1,333 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,204 | 533 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,412 | 533 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,782 | 533 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,880 | 533 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,695 | 522 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,739 | 598 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $7,391 | 589 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $7,186 | 580 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,604 | 486 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,741 | 505 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,992 | 512 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||