LUMN — LUMEN TECHNOLOGIES INC

Ownership history in Straight Path Wealth Management  ·  18 quarters on record

AI Ownership Summary

Straight Path Wealth Management reported LUMEN TECHNOLOGIES INC (LUMN) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows LUMN at 0.08% 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 Straight Path Wealth Management'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
2025 Q4

LUMN was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Straight Path Wealth Management fund profile Straight Path Wealth Management full holdings
How Straight Path Wealth Management held LUMN — position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,000 — 0% 0.08% $311K 2026-02-14 (Est.) $8.39
2025 Q3 UNCHANGED 40,000 — 0% 0.07% $245K 2025-11-03 $11.83
2025 Q3 UNCHANGED 40,000 — 0% 0.07% $245K 2025-11-03 $11.83
2025 Q2 UNCHANGED 40,000 — 0% 0.06% $175K 2025-07-29 $4.59
2025 Q1 ADDED 40,000 +20,000 +100.0% 0.06% $157K 2025-04-28 $3.58
2024 Q4 REDUCED 20,000 -20,000 -50.0% 0.04% $106K 2025-02-06 $5.01
2024 Q3 UNCHANGED 40,000 — 0% 0.12% $284K 2024-11-06 $9.02
2024 Q2 UNCHANGED 40,000 — 0% 0.02% $44K 2024-08-15 $5.71
2024 Q1 UNCHANGED 40,000 — 0% 0.04% $62K 2024-04-30 $1.19
2023 Q4 UNCHANGED 40,000 — 0% 0.04% $73K 2024-01-23 $1.37
8 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

Secure Asset Management, LLC 3Y 0.02% Avior Wealth Management, LLC 3Y 7Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.0% TruWealth Advisors, LLC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Holos Integrated Wealth LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Straight Path Wealth Management and LUMN

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

How long has Straight Path Wealth Management reported owning LUMN?

Straight Path Wealth Management reported LUMN across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LUMN position in Straight Path Wealth Management's portfolio?

The largest reported portfolio weight for LUMN was 0.12% in 2024 Q3.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2025 Q4, when Straight Path Wealth Management reported 40,000 shares, equal to 0.08% of portfolio, with an estimated market value of $311K.

What does the chart on this LUMN ownership page compare?

The chart compares Straight Path Wealth Management'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.

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