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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

LUMN holding history

Lumen Technologies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LUMN overviewAll 13F holders of LUMNFull Q2 2026 holdings

Shares (Q2 2026)
514,177
Value
$3.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LUMN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026514,177$3.95M<0.1%+92,555+22.0%AddedHolders
Q1 2026421,622$2.93M<0.1%−63,552−13.1%ReducedHolders
Q4 2025485,174$3.77M<0.1%+142,771+41.7%AddedHolders
Q3 2025342,403$2.10M<0.1%+95,531+38.7%AddedHolders
Q2 2025246,872$1.08M<0.1%+28,735+13.2%AddedHolders
Q1 2025218,137$855.1K<0.1%−10,656−4.7%ReducedHolders
Q4 2024228,793$1.21M<0.1%−94,835−29.3%ReducedHolders
Q3 2024323,628$2.30M<0.1%+24,565+8.2%AddedHolders
Q2 2024299,063$329.0K<0.1%−69,268−18.8%ReducedHolders
Q1 2024368,331$574.6K<0.1%+56,184+18.0%AddedHolders
Q4 2023312,147$571.2K<0.1%−25,402−7.5%ReducedHolders
Q3 2023337,549$479.3K<0.1%+37,390+12.5%AddedHolders
Q2 2023300,159$678.4K<0.1%+122,795+69.2%AddedHolders
Q1 2023177,364$470.0K<0.1%+8,467+5.0%AddedHolders
Q4 2022168,897$881.6K<0.1%+37,858+28.9%AddedHolders
Q3 2022131,039$954.0K<0.1%−2,235−1.7%ReducedHolders
Q2 2022133,274$1.45M<0.1%+36,113+37.2%AddedHolders
Q1 202297,161$1.09M<0.1%+911+0.9%AddedHolders
Q4 202196,250$1.21M<0.1%−4,979−4.9%ReducedHolders
Q3 2021101,229$1.25M<0.1%−4,641−4.4%ReducedHolders
Q2 2021105,870$1.44M<0.1%−27,254−20.5%ReducedHolders
Q1 2021133,124$1.78M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.