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Lumen Technologies shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Lumen Technologies (LUMN) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors investment in Lumen Technologies

Tip: Access up to 7 years of quarterly data

All positions including Lumen Technologies held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumen Technologies by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $177 29 6.14
2025-06-30 $128 29 4.41

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Intl Trea Bd Etf (IGOV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for North Ridge Wealth Advisors

Top funds holding Lumen Technologies

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Dimensional Fund Advisors
First Trust Advisors
Citadel Advisors
Renaissance Technologies
Morgan Stanley
Palestra Capital Management
Northern Trust
Goldman Sachs Group
LM Asset
FMR

View all funds holding Lumen Technologies