Lumen Technologies, Inc.
US ˙ NYSE ˙ US5502411037

SecurityLUMN / Lumen Technologies, Inc.
InstitutionSecure Asset Management, LLC
Latest Disclosed Ownership19,621 shares
Latest Disclosed Value $ 136,367
Secure Asset Management, LLC reports 6.72% increase in ownership of LUMN / Lumen Technologies, Inc.

On April 9, 2026 - Secure Asset Management, LLC filed a 13F-HR form disclosing ownership of 19,621 shares of Lumen Technologies, Inc. (US:LUMN) valued at $136,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 18,386 shares of Lumen Technologies, Inc.. This represents a change in shares of 6.72% during the quarter. The current value of the position is $174,823 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F LUMEN TECHNOLOGIES COM 550241103 19,621 1,235 6.72 136 -4.23 0.0216
2026-01-20 2025-12-31 13F LUMEN TECHNOLOGIES COM 550241103 18,386 0 0.00 143 27.93 0.0224
2025-10-09 2025-09-30 13F LUMEN TECHNOLOGIES COM 550241103 18,386 -100 -0.54 112 38.75 0.0184
2025-07-10 2025-06-30 13F LUMEN TECHNOLOGIES COM 550241103 18,486 235 1.29 81 12.68 0.0149
2025-04-10 2025-03-31 13F LUMEN TECHNOLOGIES COM 550241103 18,251 -539 -2.87 72 -28.28 0.0143
2025-01-17 2024-12-31 13F LUMEN TECHNOLOGIES COM 550241103 18,790 450 2.45 100 -23.85 0.0151
2024-10-16 2024-09-30 13F LUMEN TECHNOLOGIES COM 550241103 18,340 1,205 7.03 130 622.22 0.0219
2024-07-24 2024-06-30 13F LUMEN TECHNOLOGIES COM 550241103 17,135 17,135 19 0.0036
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.