Compound Planning, Inc.

Position in LUMN — Lumen Technologies, Inc.

CIK 1978879 NEW YORK, NY

Position in LUMN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$497,248

+$49,808 QoQ

Shares Held

64,746

+0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#223

of 622 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Compound Planning, Inc. holds $10,727,748 across 11 Telecom Services names. LUMN ranks #8 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	162,004	$3,353,482
2	VZ	Verizon Communications Inc	71,695	$3,035,565
3	TMUS	T-Mobile US, Inc.	5,092	$854,080
4	AMX	America Movil Sab De Cv/	29,276	$760,882
5	CMCSA	Comcast Corp	24,462	$600,541
6	CHT	Chunghwa Telecom Co Ltd	11,955	$529,128
7	VOD	Vodafone Group Public Ltd Co	39,394	$521,182
8	LUMN	Lumen Technologies, Inc. This page	64,746	$497,248

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,248	64,746	+0.6%	Shares	Other	2026-08-04
2026-03-31	$447,440	64,380	+5.7%	Shares	Other	2026-05-14
2025-12-31	$473,332	60,918	+9.4%	Shares	Sole	2026-02-19
2025-09-30	$340,786	55,684	+3.7%	Shares	Sole	2025-11-10
2025-06-30	$235,232	53,706	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$208,845	53,277	-3.3%	Shares	Sole	2025-05-14
2024-12-31	$292,665	55,116	+1.3%	Shares	Sole	2025-01-17
2024-09-30	$386,481	54,434	-1.2%	Shares	Sole	2024-10-08
2024-06-30	$60,604	55,095	+43.4%	Shares	Sole	2024-07-26
2024-03-31	$59,935	38,420	-35.8%	Shares	Sole	2024-05-07
2023-12-31	$109,501	59,837	+130.3%	Shares	Sole	2024-02-08
2023-09-30	$36,898	25,985	-15.5%	Shares	Sole	2023-11-09
2023-06-30	$69,517	30,760	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.