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Lumen Technologies shares owned by West Financial Advisors

Quarter-by-quarter ownership of Lumen Technologies (LUMN) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Lumen Technologies

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All positions including Lumen Technologies held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumen Technologies by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $55 9 6.22
2025-06-30 $39 9 4.44
2025-03-31 $36 9 4.00

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial 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