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Independent Advisor Alliance: LUMN position timeline

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

Independent Advisor Alliance held 21,491 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,491 shares
    Change vs previous 13F -2,714 shares

    <0.01% of the 13F portfolio, value $165,052.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 24,205 shares
    Change vs previous 13F -891 shares

    <0.01% of the 13F portfolio, value $168,225.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 25,096 shares
    Change vs previous 13F +1,891 shares

    <0.01% of the 13F portfolio, value $194,996.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 23,205 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $142,015.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 22,953 shares
    Change vs previous 13F +1,743 shares

    <0.01% of the 13F portfolio, value $100,534.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 21,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $83,143.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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