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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

  1. period ended2026-06-30
    13F 514,177 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 421,622 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 485,174 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 342,403 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 246,872 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 218,137 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 228,793 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 323,628 shares
    Change 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), ingested

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