Position in LUMN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,304
+$219 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 607 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,438,025 across 9 Telecom Services names. LUMN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
15,996 | $677,270 | |
| 2 | T |
At&T Inc.
|
23,851 | $493,715 | |
| 3 | CMCSA |
Comcast Corp
|
9,681 | $237,668 | |
| 4 | VOD |
Vodafone Group Public Ltd Co
|
1,000 | $13,230 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
40 | $6,709 | |
| 6 | RCI |
Rogers Communications Inc
|
190 | $6,175 | |
| 7 | LUMN |
Lumen Technologies, Inc.
This page
|
300 | $2,304 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
|
6 | $853 |
All Filings in LUMN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,304 | 300 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,085 | 300 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2 | 300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 300 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1 | 300 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1 | 300 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||