Lumen Technologies (LUMN)Vaughan Nelson Investment Management, L.P. added to its stake +174K shares

5.47M

Shares reported · +174K vs prior quarter

0.37%

Disclosed portfolio weight

$42M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 16, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 18, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
2. May 20, 2026Company filing · Form 8-K · Executive change, Bylaws or charterChanged a top executive or board member, and changed its bylaws, charter or fiscal year (and 1 more item)“On May 20, 2026, at the annual meeting of shareholders (the “Annual Meeting”) of Lumen Technologies, Inc. (the “Company”), as further described in Item 5.07 below, the Company’s shareholders approved the Amended and Restated 2024 Equity Incentive Plan (the “A&R 2024 Plan”) to increase the number of shares of the Company’s common stock that may be issued under the Lumen Technologies, Inc. 2024 Equity Incentive Plan…”
3. May 21, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

What came next

1. Aug 4, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On August 4, 2026, the board of directors (the “Board”) of the Company, on the recommendation of its nominating and corporate governance committee, appointed John Hinshaw to fill a vacancy on the Board.”
2. Sep 25, 2026Company filing · Form 8-K · Listing notice, Reg FDReceived a notice from its stock exchange, and shared information with investors“On September 25, 2026, Lumen Technologies, Inc. (the “Company”), acting pursuant to authorization from its board of directors, notified the New York Stock Exchange (the “NYSE”) of its intention to voluntarily de-list (i) the Company’s common stock, no par value per share (the “Common Stock”) and the associated preferred stock purchase rights, and (ii) the 6.500% Notes due 2051 and the 6.750% Notes due 2052 (the…”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lumen Technologies

For Lumen Technologies, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LUMN page.

How this filing works

• SEC Form 13F

Other disclosures at Lumen Technologies

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRApr 16, 2026
• SEC Form 13F-HRFeb 13, 2026

Everything OQRO holds on this company is on its LUMN page.