LUMN β€” LUMEN TECHNOLOGIES INC

Ownership history in Trust Point Inc.  Β·  4 quarters on record

AI Ownership Summary

Trust Point Inc. reported LUMEN TECHNOLOGIES INC (LUMN) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows LUMN at 0.01% 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.

What this LUMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Point Inc.'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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

How Trust Point Inc. held LUMN β€” position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,095 +188 +1.7% 0.01% $77K 2026-04-15 $8.59
2025 Q3 REDUCED 10,907 -2,561 -19.0% 0.01% $67K 2025-10-10 $6.58
2025 Q1 REDUCED 13,468 -6,770 -33.5% 0.00% $53K 2025-04-17 $3.29
2024 Q4 INITIATED 20,238 β€” β€” 0.01% $107K 2025-01-24 $5.92

FAQ About Trust Point Inc. and LUMN

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

How long has Trust Point Inc. reported owning LUMN?

Trust Point Inc. reported LUMN across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LUMN position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for LUMN was 0.01% in 2024 Q4.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2026 Q1, when Trust Point Inc. reported 11,095 shares, equal to 0.01% of portfolio, with an estimated market value of $77K.

What does the chart on this LUMN ownership page compare?

The chart compares Trust Point Inc.'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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