CREATIVE FINANCIAL DESIGNS INC /ADV
Position in LUMN — Lumen Technologies, Inc.
CIK 819864
KOKOMO, IN
Position in LUMN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,396
+$15,458 QoQ
Shares Held
2,135
+1481.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 607 holders
Holding Since
Mar 2021
22 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,427,312 across 11 Telecom Services names. LUMN ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
73,035 | $1,511,824 | |
| 2 | VZ |
Verizon Communications Inc
|
12,687 | $537,167 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
1,072 | $179,806 | |
| 4 | CMCSA |
Comcast Corp
|
5,398 | $132,520 | |
| 5 | CXDO |
Crexendo, Inc.
|
6,000 | $44,820 | |
| 6 | LUMN |
Lumen Technologies, Inc.
This page
|
2,135 | $16,396 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
|
14 | $1,990 | |
| 8 | BCE |
Bce Inc
|
46 | $989 |
All Filings in LUMN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,396 | 2,135 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $938 | 135 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,048 | 135 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $826 | 135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,971 | 1,135 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,449 | 1,135 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,026 | 1,135 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $958 | 135 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $148 | 135 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $210 | 135 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $320 | 175 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,291 | 5,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,605 | 5,135 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,807 | 3,701 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $41,947 | 8,036 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,726 | 1,336 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,324 | 1,038 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,158 | 2,676 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $37,348 | 2,976 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $35,633 | 2,876 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $35,007 | 2,576 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,358 | 701 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||