Skip to content
Disclosery

CapWealth Advisors, LLC: LUMN position timeline

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

CapWealth Advisors, LLC held 6,949,193 LUMN shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,949,193 shares
    Change vs previous 13F -172,224 shares

    2.94% of the 13F portfolio, value $38,915,481.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,121,417 shares
    Change vs previous 13F +111,254 shares

    3.75% of the 13F portfolio, value $54,692,483.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,010,163 shares
    Change vs previous 13F +310,478 shares

    3.62% of the 13F portfolio, value $48,720,633.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 6,699,685 shares
    Change vs previous 13F +704,970 shares

    3.56% of the 13F portfolio, value $52,056,552.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 5,994,715 shares
    Change vs previous 13F +1,603,836 shares

    2.53% of the 13F portfolio, value $36,687,656.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,390,879 shares
    Change vs previous 13F +344,612 shares

    1.9% of the 13F portfolio, value $19,232,050.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,046,267 shares
    Change vs previous 13F +212,298 shares

    1.72% of the 13F portfolio, value $15,861,367.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,833,969 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $20,358,375.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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