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Disclosery

Clayton Partners LLC: LUMN position timeline

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

Clayton Partners LLC held 200,000 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,000 shares
    Change vs previous 13F -65,000 shares

    1.01% of the 13F portfolio, value $1,536,000.

    13F-HR 0001754960-26-000768 filed by Clayton 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 265,000 shares
    Change vs previous 13F +190,000 shares

    1.34% of the 13F portfolio, value $1,841,750.

    13F-HR 0001754960-26-000385 filed by Clayton 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 75,000 shares
    Change vs previous 13F -60,000 shares

    0.42% of the 13F portfolio, value $582,750.

    13F-HR 0001754960-26-000186 filed by Clayton 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 135,000 shares
    Change vs previous 13F -40,000 shares

    0.63% of the 13F portfolio, value $826,200.

    13F-HR 0001754960-25-000761 filed by Clayton 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 175,000 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $766,500.

    13F-HR 0001754960-25-000604 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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