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Beacon Harbor Wealth Advisors, Inc.: LITE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Harbor Wealth Advisors, Inc. on LITE, newest first. How the timeline and the estimate are built.

Beacon Harbor Wealth Advisors, Inc. held 17,863 LITE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,863 shares
    Change vs previous 13F -3,881 shares

    2.48% of the 13F portfolio, value $12,753,110.

    13F-HR 0002063364-26-000285 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,744 shares
    Change vs previous 13F -17,763 shares

    3.2% of the 13F portfolio, value $15,280,813.

    13F-HR 0002063364-26-000136 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,507 shares
    Change vs previous 13F -6,267 shares

    3.23% of the 13F portfolio, value $14,561,885.

    13F-HR 0002063364-26-000016 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,774 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $7,447,888.

    13F-HR 0002063364-25-000272 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).