Asset Planning,Inc

Position in LUMN — Lumen Technologies, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in LUMN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$62,208

+$5,913 QoQ

Shares Held

8,100

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#403

of 622 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Asset Planning,Inc holds $2,327,835 across 6 Telecom Services names. LUMN ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	48,894	$2,070,171
2	BCE	Bce Inc	3,542	$76,188
3	T	At&T Inc.	3,342	$69,179
4	LUMN	Lumen Technologies, Inc. This page	8,100	$62,208
5	CMCSA	Comcast Corp	2,015	$49,468
6	VOD	Vodafone Group Public Ltd Co	47	$621

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,208	8,100	0.0%	Shares	Sole	2026-07-27
2026-03-31	$56,295	8,100	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.