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AE Wealth Management LLC: LUMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LUMN, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 44,369 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,369 shares
    Change vs previous 13F +1,946 shares

    <0.01% of the 13F portfolio, value $340,754.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,423 shares
    Change vs previous 13F +18,235 shares

    <0.01% of the 13F portfolio, value $294,841.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,188 shares
    Change vs previous 13F -1,265 shares

    <0.01% of the 13F portfolio, value $187,940.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,453 shares
    Change vs previous 13F +4,480 shares

    <0.01% of the 13F portfolio, value $155,773.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,973 shares
    Change vs previous 13F -2,143 shares

    <0.01% of the 13F portfolio, value $91,861.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,116 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,614.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).