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Charles Schwab Trust Co: LUMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on LUMN, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 15,969,245 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 15,969,245 shares
    Change vs previous 13F -1,206,323 shares

    0.02% of the 13F portfolio, value $122,643,802.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 17,175,568 shares
    Change vs previous 13F -1,214,905 shares

    0.02% of the 13F portfolio, value $119,370,198.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 18,390,473 shares
    Change vs previous 13F +473,242 shares

    0.02% of the 13F portfolio, value $142,893,975.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 17,917,231 shares
    Change vs previous 13F +517,067 shares

    0.02% of the 13F portfolio, value $109,653,454.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 17,400,164 shares
    Change vs previous 13F -5,273,607 shares

    0.01% of the 13F portfolio, value $76,212,718.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 22,673,771 shares
    Change vs previous 13F -3,798,721 shares

    0.02% of the 13F portfolio, value $88,881,182.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 26,472,492 shares
    Change vs previous 13F -4,339,320 shares

    0.03% of the 13F portfolio, value $140,568,933.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 30,811,812 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $218,763,865.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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