Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: LUMN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 68,383 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,383 shares
    Change vs previous 13F -10,471 shares

    <0.01% of the 13F portfolio, value $525,185.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 78,854 shares
    Change vs previous 13F -4,260 shares

    <0.01% of the 13F portfolio, value $547,961.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 83,114 shares
    Change vs previous 13F +13,814 shares

    <0.01% of the 13F portfolio, value $645,795.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 69,300 shares
    Change vs previous 13F +24,207 shares

    <0.01% of the 13F portfolio, value $424,115.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 45,093 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $197,507.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 44,729 shares
    Change vs previous 13F +1,235 shares

    <0.01% of the 13F portfolio, value $175,338.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 43,494 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $230,953.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 43,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,629.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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