Creative Planning: LUMN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on LUMN, newest first. How the timeline and the estimate are built.
Creative Planning held 514,177 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 514,177 sharesChange vs previous 13F +92,555 shares
<0.01% of the 13F portfolio, value $3,948,882.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 421,622 sharesChange vs previous 13F -63,552 shares
<0.01% of the 13F portfolio, value $2,930,272.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 485,174 sharesChange vs previous 13F +142,771 shares
<0.01% of the 13F portfolio, value $3,769,803.
13F-HR 0001540235-26-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 342,403 sharesChange vs previous 13F +95,531 shares
<0.01% of the 13F portfolio, value $2,095,509.
13F-HR 0001540235-25-000008 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 246,872 sharesChange vs previous 13F +28,735 shares
<0.01% of the 13F portfolio, value $1,081,302.
13F-HR 0001540235-25-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 218,137 sharesChange vs previous 13F -10,656 shares
<0.01% of the 13F portfolio, value $855,097.
13F-HR 0001540235-25-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 228,793 sharesChange vs previous 13F -94,835 shares
<0.01% of the 13F portfolio, value $1,214,888.
13F-HR 0001540235-25-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 323,628 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,297,758.
13F-HR 0001540235-24-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).