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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

LUMN holding history

Lumen Technologies, Inc. in every 13F filed by EverSource Wealth Advisors, 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 (Q2 2026)
1,242
Value
$9.54K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of LUMN by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,242$9.54K<0.1%−4,171−77.1%ReducedHolders
Q1 20265,413$37.6K<0.1%−150−2.7%ReducedHolders
Q4 20255,563$43.2K<0.1%+816+17.2%AddedHolders
Q3 20254,747$29.1K<0.1%−161−3.3%ReducedHolders
Q2 20254,908$21.5K<0.1%+1,633+49.9%AddedHolders
Q1 20253,275$12.8K<0.1%+1,115+51.6%AddedHolders
Q4 20242,160$11.5K<0.1%−3,350−60.8%ReducedHolders
Q3 20245,510$39.1K<0.1%+4,305+357.3%AddedHolders
Q2 20241,205$3.80K<0.1%00.0%UnchangedHolders
Q1 20241,205$1.43K<0.1%−1,510−55.6%ReducedHolders
Q4 20232,715$4.97K<0.1%+241+9.7%AddedHolders
Q3 20232,474$3.51K<0.1%+1,288+108.6%AddedHolders
Q2 20231,186$2.68K<0.1%−8,809−88.1%ReducedHolders
Q1 20239,995$26.5K<0.1%+882+9.7%AddedHolders
Q4 20229,113$47.6K<0.1%+6,861+304.7%AddedHolders
Q3 20222,252$16.0K<0.1%+1,710+315.5%AddedHolders
Q2 2022542$6.00K<0.1%+366+208.0%AddedHolders
Q1 2022176$2.00K<0.1%−910−83.8%ReducedHolders
Q4 20211,086$14.0K<0.1%–No prior filingHolders