Skip to content
Disclosery

Creative Planning: LITE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on LITE, newest first. How the timeline and the estimate are built.

Creative Planning held 28,100 LITE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,100 shares
    Change vs previous 13F +4,319 shares

    0.01% of the 13F portfolio, value $24,111,607.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 23,781 shares
    Change vs previous 13F +9,666 shares

    0.01% of the 13F portfolio, value $16,712,355.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 14,115 shares
    Change vs previous 13F +2,853 shares

    <0.01% of the 13F portfolio, value $5,202,485.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 11,262 shares
    Change vs previous 13F +1,464 shares

    <0.01% of the 13F portfolio, value $1,832,432.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,798 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $931,354.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,791 shares
    Change vs previous 13F +2,024 shares

    <0.01% of the 13F portfolio, value $610,371.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,767 shares
    Change vs previous 13F +853 shares

    <0.01% of the 13F portfolio, value $652,074.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,235.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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