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Avior Wealth Management, LLC → LUMN

Avior Wealth Management, LLC LUMN Position History

Lumen Technologies, Inc. • Communication Services

Quarters held
5
Latest value
$399K
Q3 2026
Peak value
$509K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$327K
Q4 2025$475K
Q1 2026$461K
Q2 2026$509K
Q3 2026$399K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$399K71.2K——
Q2 2026$509K66.3K——
Q1 2026$461K66.3K——
Q4 2025$475K61.1K——
Q3 2025$327K53.5K——

Other funds holding LUMN

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M