Marshall & Sterling Wealth Advisors Inc.
Position in LUMN — Lumen Technologies, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in LUMN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$407
+$39 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 622 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $59,282 across 5 Telecom Services names. LUMN ranks #5 (0.7% of the industry book) .
All Filings in LUMN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407 | 53 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $368 | 53 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $411 | 53 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $146 | 24 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $105 | 24 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $94 | 24 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $127 | 24 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||