United Financial Planning Group LLC
Position in LUMN — Lumen Technologies, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in LUMN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$76
+$7 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#584
of 607 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $65,942 across 6 Telecom Services names. LUMN ranks #6 (0.1% of the industry book) .
All Filings in LUMN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76 | 10 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $69 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $163 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $61 | 10 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||