Synergy Investment Management, LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in LUMN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$768
+$73 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 607 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $294,153 across 8 Telecom Services names. LUMN ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
2,884 | $122,107 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
581 | $97,449 | |
| 3 | T |
At&T Inc.
|
2,964 | $61,353 | |
| 4 | CMCSA |
Comcast Corp
|
467 | $11,463 | |
| 5 | LUMN |
Lumen Technologies, Inc.
This page
|
100 | $768 | |
| 6 | TIGO |
Millicom International Cellular SA
|
8 | $726 | |
| 7 | LBRDA |
Liberty Broadband Corp
|
8 | $266 | |
| 8 | GLIBA |
Liberty Capital Corp/NV
|
1 | $21 |
All Filings in LUMN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768 | 100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $695 | 100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||