Private Wealth Management Group, LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 2011342
PRINCETON, NJ
Position in LUMN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,792
+$1,953 QoQ
Shares Held
1,275
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 607 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Private Wealth Management Group, LLC holds $458,052 across 10 Telecom Services names. LUMN ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
4,709 | $199,379 | |
| 2 | T |
At&T Inc.
|
7,554 | $156,367 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
156 | $26,165 | |
| 4 | CMCSA |
Comcast Corp
|
968 | $23,764 | |
| 5 | ATEX |
Anterix Inc.
|
185 | $19,043 | |
| 6 | LUMN |
Lumen Technologies, Inc.
This page
|
1,275 | $9,792 | |
| 7 | GSAT |
Globalstar, Inc.
|
100 | $8,129 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
203 | $7,513 |
All Filings in LUMN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,792 | 1,275 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,839 | 1,128 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,101 | 1,300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,411 | 1,211 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,304 | 1,211 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,120 | 796 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,754 | 1,272 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,031 | 1,272 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||