Lumen Technologies, Inc.
MX ˙ BMV ˙ US5502411037
SecurityMX:LUMN / Lumen Technologies, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership15,915 shares
Latest Disclosed Value $ 110,608
Sowell Financial Services LLC reports 0.01% increase in ownership of LUMN / Lumen Technologies, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 15,915 shares of Lumen Technologies, Inc. (MX:LUMN) valued at $110,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,913 shares of Lumen Technologies, Inc.. This represents a change in shares of 0.01% 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)
2026-04-20 2026-03-31 13F LUMEN TECHNOLOGIES COM 550241103 15,915 2 0.01 111 -10.57 0.0041
2026-01-21 2025-12-31 13F LUMEN TECHNOLOGIES COM 550241103 15,913 -3,898 -19.68 124 1.65 0.0045
2025-10-17 2025-09-30 13F LUMEN TECHNOLOGIES COM 550241103 19,811 19,811 121 0.0047
2022-11-15 2022-09-30 13F LUMEN TECHNOLOGIES Stock 550241103 0 -53,962 -100.00 0 -100.00
2022-08-15 2022-06-30 13F LUMEN TECHNOLOGIES Stock 550241103 53,962 53,962 589 0.0544
2022-05-13 2022-03-31 13F LUMEN TECHNOLOGIES INC COM Stock 550241103 0 -17,560 -100.00 0 -100.00
2022-02-09 2021-12-31 13F LUMEN TECHNOLOGIES INC COM Stock 550241103 17,560 17,560 220 0.0126
2021-11-04 2021-09-30 13F LUMEN TECHNOLOGIES INC COM Stock 550241103 0 -20,334 -100.00 0 -100.00
2021-08-05 2021-06-30 13F LUMEN TECHNOLOGIES INC COM Stock 550241103 20,334 -2,003 -8.97 276 -8.00 0.0183
2021-05-07 2021-03-31 13F LUMEN TECHNOLOGIES INC COM Stock 550241103 22,337 5,919 36.05 300 87.50 0.0104
2021-01-13 2020-12-31 13F LUMEN TECHNOLOGIES INC COM COM 156700106 16,418 3,971 31.90 160 26.98 0.0068
2020-11-12 2020-09-30 13F LUMEN TECHNOLOGIES INC COM COM 156700106 12,447 -4,564 -26.83 126 -26.32 0.0063
2020-08-13 2020-06-30 13F CENTURYLINK INC COM Stock 156700106 17,011 -20,985 -55.23 171 -52.37 0.0094
2020-05-12 2020-03-31 13F CENTURYLINK INC COM Stock 156700106 37,996 -19,264 -33.64 359 -52.51 0.0266
2020-02-07 2019-12-31 13F CENTURYLINK INC COM Stock 156700106 57,260 -15,085 -20.85 756 -16.28 0.0576
2019-11-14 2019-09-30 13F CENTURYLINK INC COM COM 156700106 72,345 -44,467 -38.07 903 -35.55 0.0746
2019-05-15 2019-03-31 13F CENTURYLINK INC COM Stock 156700106 116,812 -31,171 -21.06 1,401 -37.51 0.1564
2019-03-05 2018-12-31 13F CENTURYLINK COM 156700106 147,983 37,628 34.10 2,242 -4.19 0.3176
2018-11-13 2018-09-30 13F CENTURYLINK COM 156700106 110,355 2,617 2.43 2,340 -0.72 0.3397
2018-08-14 2018-06-30 13F CENTURYLINK COM 156700106 107,738 14,699 15.80 2,357 37.03 0.5003
2018-05-10 2018-03-31 13F CENTURYLINK COM 156700106 93,039 22,120 31.19 1,720 39.84 0.4298
2018-01-29 2017-12-31 13F CENTURYLINK COM 156700106 70,919 -23,287 -24.72 1,230 -26.87 0.3007
2017-11-07 2017-09-30 13F CENTURYLINK COM 156700106 94,206 10,580 12.65 1,682 -8.04 0.4385
2017-08-14 2017-06-30 13F CENTURYLINK COM 156700106 83,626 9,250 12.44 1,829 -1.45 0.5192
2017-05-31 2017-03-31 13F CENTURYLINK COM 156700106 74,376 5,608 8.15 1,856 10.61 0.5480
2017-02-27 2016-12-31 13F Centurytel COM 156700106 68,768 68,768 1,678 0.5618
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.