Concurrent Investment Advisors, LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 2001015
Tampa, FL
Position in LUMN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$95,538
+$3,813 QoQ
Shares Held
12,440
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 622 holders
Holding Since
Mar 2026
2 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, 2026Concurrent Investment Advisors, LLC holds $47,514,902 across 7 Telecom Services names. LUMN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
639,281 | $27,067,157 | |
| 2 | T |
At&T Inc.
|
399,881 | $8,277,535 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
33,404 | $5,602,852 | |
| 4 | CMCSA |
Comcast Corp
|
223,089 | $5,476,834 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
52,829 | $698,927 | |
| 6 | TIGO |
Millicom International Cellular SA
|
3,262 | $296,059 | |
| 7 | LUMN |
Lumen Technologies, Inc.
This page
|
12,440 | $95,538 |
All Filings in LUMN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,538 | 12,440 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $91,725 | 13,198 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||