BSW Wealth Partners LUMN — LUMEN TECHNOLOGIES INC

Ownership history in BSW Wealth Partners  ·  13 quarters on record

AI Ownership Summary

BSW Wealth Partners reported LUMEN TECHNOLOGIES INC (LUMN) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows LUMN at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LUMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BSW Wealth Partners's position in LUMEN TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LUMN was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUMN stock page BSW Wealth Partners fund profile BSW Wealth Partners full holdings
How BSW Wealth Partners held LUMN — position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 136,078 -16,500 -10.8% 0.12% $946K 2026-04-14 $7.80
2025 Q4 REDUCED 17.6% -10.6% ✅ 152,578 -32,500 -17.6% 0.14% $1.2M 2026-01-23 $8.57
2025 Q3 REDUCED 13.9% +23.4% ❌ 185,078 -30,000 -13.9% 0.14% $1.1M 2025-10-15 $7.27
2025 Q2 ADDED — — — 215,078 +34,895 +19.4% 0.13% $942K 2025-07-18 $4.36
2025 Q1 ADDED — — — 180,183 +15,090 +9.1% 0.11% $706K 2025-04-24 $3.34
2024 Q4 ADDED — — — 165,093 +35,029 +26.9% 0.13% $877K 2025-01-22 $5.75
2024 Q3 REDUCED 42.5% -23.9% ✅ 130,064 -96,000 -42.5% 0.14% $923K 2024-10-29 $6.60
2024 Q2 ADDED — — — 226,064 +50,939 +29.1% 0.04% $249K 2024-07-16 $1.32
2024 Q1 ADDED — — — 175,125 +146,832 +519.0% 0.05% $273K 2024-04-23 $1.36
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LUMN

As of 2026 Q1 — sorted by position size

October Effect Ltd 1.31% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.5% Family Legacy Financial Solutions, LLC 0.47% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.37% LEE DANNER & BASS INC 3Y 7Y 0.26% Bayforest Capital Ltd 0.24% Counterpoint Mutual Funds LLC 3Y 0.14% Argent Advisors, Inc. 3Y 0.12% Abel Hall, LLC 0.08% Straight Path Wealth Management 3Y 0.07%

FAQ About BSW Wealth Partners and LUMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BSW Wealth Partners reported owning LUMN?

BSW Wealth Partners reported LUMN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LUMN position in BSW Wealth Partners's portfolio?

The largest reported portfolio weight for LUMN was 0.14% in 2025 Q4.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2026 Q1, when BSW Wealth Partners reported 136,078 shares, equal to 0.12% of portfolio, with an estimated market value of $946K.

What does the chart on this LUMN ownership page compare?

The chart compares BSW Wealth Partners's quarterly LUMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BSW Wealth Partners time their LUMN position?

Based on 13F filing dates vs. subsequent LUMN price moves, BSW Wealth Partners correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on LUMN relative to SPY over the holding period was +66.4%.

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