Position in LUMN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$64,304
+$6,112 QoQ
Shares Held
8,373
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#401
of 622 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $1,002,904 across 9 Telecom Services names. LUMN ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECHO |
EchoStar CORP
|
3,300 | $334,950 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
1,738 | $291,492 | |
| 3 | CHTR |
Charter Communications, Inc. /Mo/
|
1,371 | $194,949 | |
| 4 | T |
At&T Inc.
|
3,747 | $77,561 | |
| 5 | LUMN |
Lumen Technologies, Inc.
This page
|
8,373 | $64,304 | |
| 6 | VZ |
Verizon Communications Inc
|
383 | $16,215 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
782 | $10,290 | |
| 8 | VEON |
VEON Ltd.
|
160 | $8,352 |
All Filings in LUMN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,304 | 8,373 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $58,192 | 8,373 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $65,058 | 8,373 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $51,242 | 8,373 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $36,673 | 8,373 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $32,822 | 8,373 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $44,460 | 8,373 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $59,448 | 8,373 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||