HOWE & RUSLING INC

Position in LUMN — Lumen Technologies, Inc.

CIK 769963 ROCHESTER, NY

Position in LUMN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$91,468

-$22,887 QoQ

Shares Held

11,910

-27.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#371

of 620 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $1,530,031 across 4 Telecom Services names. LUMN ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	19,924	$843,582
2	T	At&T Inc.	18,183	$376,388
3	CMCSA	Comcast Corp	8,904	$218,593
4	LUMN	Lumen Technologies, Inc. This page	11,910	$91,468

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$91,468	11,910	-27.6%	Shares	Sole	2026-08-10
2026-03-31	$114,355	16,454	+1.3%	Shares	Sole	2026-04-28
2025-12-31	$126,231	16,246	+245.7%	Shares	Sole	2026-02-17
2022-09-30	$34,208	4,699	+63.5%	Shares	Sole	2022-11-14
2022-06-30	$31,355	2,874	0.0%	Shares	Sole	2022-08-15
2022-03-31	$32,389	2,874	0.0%	Shares	Sole	2022-05-10
2021-12-31	$36,068	2,874	0.0%	Shares	Sole	2022-02-14
2021-09-30	$35,608	2,874	-5.0%	Shares	Sole	2021-11-15
2021-06-30	$41,096	3,024	0.0%	Shares	Sole	2021-08-13
2021-03-31	$40,370	3,024	—	Shares	Sole	2021-05-13
2020-12-31 CTL	—	1,974	-21.3%	Shares	Sole	2021-02-08
2020-09-30 CTL	—	2,509	0.0%	Shares	Sole	2020-11-06
2020-06-30 CTL	—	2,509	-65.4%	Shares	Sole	2020-07-15
2020-03-31 CTL	—	7,252	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.