Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

LUMN holding history

Lumen Technologies, Inc. in every 13F filed by WealthPLAN Partners, LLC, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of LUMN by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,767−100.0%Sold outHolders
Q2 20232,767$6.25K<0.1%−50−1.8%ReducedHolders
Q1 20232,817$7.46K<0.1%+2,817NewHolders
Q2 2022––––Not filedHolders
Q1 202210,483$105.0K<0.1%−167−1.6%ReducedHolders
Q4 202110,650$131.0K<0.1%−314−2.9%ReducedHolders
Q3 202110,964$135.0K<0.1%−78−0.7%ReducedHolders
Q2 202111,042$137.0K<0.1%+95+0.9%AddedHolders
Q1 202110,947$144.0K<0.1%––Holders

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