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Disclosery

First Trust Direct Indexing L.P.: LUMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Direct Indexing L.P. on LUMN, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 LUMN shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -43,132 shares

    13F-HR 0001085146-25-000424 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 43,132 shares
    Change vs previous 13F -2,469 shares

    0.02% of the 13F portfolio, value $306,237.

    13F-HR 0001085146-24-005169 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 45,601 shares
    Change vs previous 13F +6,724 shares

    <0.01% of the 13F portfolio, value $50,161.

    13F-HR 0001085146-24-003475 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 38,877 shares
    Change vs previous 13F +3,924 shares

    <0.01% of the 13F portfolio, value $60,648.

    13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 34,953 shares
    Change vs previous 13F +4,571 shares

    0.01% of the 13F portfolio, value $63,964.

    13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 30,382 shares
    Change vs previous 13F -44,725 shares

    <0.01% of the 13F portfolio, value $43,142.

    13F-HR 0001085146-23-003973 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 75,107 shares
    Change vs previous 13F +8,666 shares

    0.02% of the 13F portfolio, value $169,742.

    13F-HR 0001085146-23-002686 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 66,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $176,069.

    13F-HR 0001085146-23-001899 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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