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Disclosery

Ballentine Partners, LLC: LUMN position timeline

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

Ballentine Partners, LLC held 29,557 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,557 shares
    Change vs previous 13F +10,813 shares

    <0.01% of the 13F portfolio, value $226,998.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 18,744 shares
    Change vs previous 13F -1,647 shares

    <0.01% of the 13F portfolio, value $130,271.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 20,391 shares
    Change vs previous 13F -6,180 shares

    <0.01% of the 13F portfolio, value $158,438.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 26,571 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $162,614.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 26,673 shares
    Change vs previous 13F +4,680 shares

    <0.01% of the 13F portfolio, value $116,828.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 21,993 shares
    Change vs previous 13F -8,081 shares

    <0.01% of the 13F portfolio, value $86,213.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 30,074 shares
    Change vs previous 13F +3,868 shares

    <0.01% of the 13F portfolio, value $159,693.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $186,063.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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