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Disclosery

BSW Wealth Partners: LUMN position timeline

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

BSW Wealth Partners held 147,078 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,078 shares
    Change vs previous 13F +11,000 shares

    0.13% of the 13F portfolio, value $1,129,560.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 136,078 shares
    Change vs previous 13F -16,500 shares

    0.12% of the 13F portfolio, value $945,743.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 152,578 shares
    Change vs previous 13F -32,500 shares

    0.14% of the 13F portfolio, value $1,185,532.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 185,078 shares
    Change vs previous 13F -30,000 shares

    0.14% of the 13F portfolio, value $1,132,678.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 215,078 shares
    Change vs previous 13F +34,895 shares

    0.13% of the 13F portfolio, value $942,042.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 180,183 shares
    Change vs previous 13F +15,090 shares

    0.11% of the 13F portfolio, value $706,317.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 165,093 shares
    Change vs previous 13F +35,029 shares

    0.13% of the 13F portfolio, value $876,644.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 130,064 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $923,454.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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