Envestnet Portfolio Solutions, Inc.

Position in LUMN — Lumen Technologies, Inc.

CIK 1998033 BERWYN, PA

Position in LUMN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$937,497

+$109,516 QoQ

Shares Held

122,070

+2.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#181

of 622 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $19,201,855 across 9 Telecom Services names. LUMN ranks #6 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	171,425	$7,258,134
2	T	At&T Inc.	220,965	$4,573,975
3	CMCSA	Comcast Corp	114,895	$2,820,672
4	IRDM	Iridium Communications Inc.	23,395	$1,283,215
5	TMUS	T-Mobile US, Inc.	7,200	$1,207,656
6	LUMN	Lumen Technologies, Inc. This page	122,070	$937,497
7	TDS	Telephone & Data Systems Inc /De/	18,586	$687,867
8	CCOI	Cogent Communications Holdings, Inc.	20,060	$278,432

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,497	122,070	+2.5%	Shares	Sole	2026-07-20
2026-03-31	$827,981	119,134	-1.3%	Shares	Sole	2026-04-29
2025-12-31	$937,870	120,704	+2.9%	Shares	Sole	2026-02-06
2025-09-30	$717,778	117,284	-8.2%	Shares	Sole	2025-10-30
2025-06-30	$559,742	127,795	+218.9%	Shares	Sole	2025-07-25
2025-03-31	$157,066	40,068	+92.2%	Shares	Sole	2025-04-21
2024-12-31	$110,724	20,852	+15.8%	Shares	Sole	2025-02-10
2024-09-30	$127,856	18,008	-49.7%	Shares	Sole	2024-10-31
2024-06-30	$39,381	35,801	+23.0%	Shares	Sole	2024-07-16
2024-03-31	$45,399	29,102	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.