Position in LUMN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$359,823
+$62,002 QoQ
Shares Held
46,852
+9.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#244
of 607 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Spire Wealth Management holds $2,755,918 across 16 Telecom Services names. LUMN ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
21,276 | $900,825 | |
| 2 | T |
At&T Inc.
|
41,154 | $851,887 | |
| 3 | LUMN |
Lumen Technologies, Inc.
This page
|
46,852 | $359,823 | |
| 4 | CMCSA |
Comcast Corp
|
9,771 | $239,878 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
681 | $114,224 | |
| 6 | KT |
Kt Corp
|
5,296 | $91,514 | |
| 7 | AMX |
America Movil Sab De Cv/
|
2,146 | $55,774 | |
| 8 | BCE |
Bce Inc
|
1,750 | $37,642 |
All Filings in LUMN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,823 | 46,852 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $297,821 | 42,852 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $361,126 | 46,477 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $218,343 | 35,677 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,834 | 4,300 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,936 | 3,300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $37,393 | 7,042 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,273 | 8,630 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,640 | 2,400 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,427 | 5,402 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,885 | 5,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,630 | 6,782 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,327 | 6,782 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,672 | 4,782 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,533 | 3,359 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $27,583 | 3,789 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $945,820 | 86,693 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $220,159 | 19,535 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,469,228 | 117,070 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $309,229 | 24,958 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $352,008 | 25,902 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,529,189 | 114,546 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||