流明科技公司
MX ˙ BMV ˙ US5502411037
SecurityMX:LUMN / Lumen Technologies, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership42,423 shares
Latest Disclosed Value $ 294,841
AE Wealth Management LLC reports 75.39% increase in ownership of LUMN / Lumen Technologies, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 42,423 shares of Lumen Technologies, Inc. (MX:LUMN) valued at $294,841 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 24,188 shares of Lumen Technologies, Inc.. This represents a change in shares of 75.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LUMEN TECHNOLOGIES COM 550241103 42,423 18,235 75.39 295 57.22 0.0000
2026-01-26 2025-12-31 13F LUMEN TECHNOLOGIES COM 550241103 24,188 -1,265 -4.97 188 20.65 0.0011
2025-11-03 2025-09-30 13F LUMEN TECHNOLOGIES COM 550241103 25,453 4,480 21.36 156 70.33 0.0010
2025-08-06 2025-06-30 13F LUMEN TECHNOLOGIES COM 550241103 20,973 -2,143 -9.27 92 1.11 0.0007
2025-05-06 2025-03-31 13F LUMEN TECHNOLOGIES COM 550241103 23,116 23,116 91 0.0008
2024-05-15 2024-03-31 13F LUMEN TECHNOLOGIES COM 550241103 0 -25,851 -100.00 0 -100.00
2024-02-14 2023-12-31 13F LUMEN TECHNOLOGIES COM 550241103 25,851 -5,502 -17.55 36 -18.18 0.0002
2023-10-11 2023-09-30 13F LUMEN TECHNOLOGIES COM 550241103 31,353 -222,923 -87.67 45 -92.33 0.0003
2023-07-10 2023-06-30 13F LUMEN TECHNOLOGIES COM 550241103 254,276 -573,686 -69.29 575 -73.84 0.0035
2023-04-14 2023-03-31 13F LUMEN TECHNOLOGIES COM 550241103 827,962 -1,018,345 -55.16 2,194 -77.23 0.0141
2023-01-31 2022-12-31 13F LUMEN TECHNOLOGIES COM 550241103 1,846,307 788,279 74.50 9,638 25.12 0.0697
2022-10-25 2022-09-30 13F LUMEN TECHNOLOGIES COM 550241103 1,058,028 182,505 20.85 7,702 -19.37 0.0611
2022-08-03 2022-06-30 13F LUMEN TECHNOLOGIES COM 550241103 875,523 321,771 58.11 9,552 53.05 0.0764
2022-04-18 2022-03-31 13F LUMEN TECHNOLOGIES COM 550241103 553,752 129,529 30.53 6,241 17.22 0.0428
2022-01-20 2021-12-31 13F LUMEN TECHNOLOGIES COM 550241103 424,223 52,143 14.01 5,324 15.49 0.0371
2021-11-01 2021-09-30 13F LUMEN TECHNOLOGIES COM 550241103 372,080 74,643 25.10 4,610 14.05 0.0380
2021-07-21 2021-06-30 13F LUMEN TECHNOLOGIES COM 550241103 297,437 89,050 42.73 4,042 45.29 0.0353
2021-04-27 2021-03-31 13F LUMEN TECHNOLOGIES COM 550241103 208,387 18,656 9.83 2,782 50.38 0.0281
2021-02-01 2020-12-31 13F LUMEN TECHNOLOGIES COM 156700106 189,731 114,251 151.37 1,850 142.78 0.0210
2020-11-06 2020-09-30 13F LUMEN TECHNOLOGIES COM 156700106 75,480 -1,109 -1.45 762 -0.78 0.0109
2020-08-05 2020-06-30 13F CENTURYLINK COM 156700106 76,589 20,000 35.34 768 43.55 0.0119
2020-05-07 2020-03-31 13F CENTURYLINK COM 156700106 56,589 38,314 209.65 535 121.99 0.0123
2020-01-15 2019-12-31 13F CENTURYLINK COM 156700106 18,275 1,426 8.46 241 14.76 0.0052
2019-11-05 2019-09-30 13F CENTURYLINK COM 156700106 16,849 1,850 12.33 210 19.32 0.0061
2019-07-22 2019-06-30 13F CENTURYLINK COM 156700106 14,999 14,999 176 0.0053
2018-08-14 2018-06-30 13F CENTURYLINK COM 156700106 0 -61,741 -100.00 0 -100.00
2018-05-14 2018-03-31 13F CENTURYLINK COM 156700106 61,741 -2,633 -4.09 1,014 -5.59 0.0783
2018-02-06 2017-12-31 13F CENTURYLINK COM 156700106 64,374 9,205 16.69 1,074 2.97 0.0948
2017-11-08 2017-09-30 13F CENTURYLINK COM 156700106 55,169 13,187 31.41 1,043 3.99 0.0968
2017-08-11 2017-06-30 13F CENTURYLINK COM 156700106 41,982 2,547 6.46 1,003 7.97 0.1197
2017-05-10 2017-03-31 13F CENTURYLINK COM 156700106 39,435 5,762 17.11 929 15.98 0.1722
2017-02-14 2016-12-31 13F CENTURYLINK COM 156700106 33,673 33,673 801 0.3244
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.