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Focus Partners Wealth: LITE position timeline

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

Focus Partners Wealth held 9,852 LITE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,852 shares
    Change vs previous 13F -9,040 shares

    0.01% of the 13F portfolio, value $8,404,521.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,520 shares
    • Focus Partners Advisor Solutions, LLC: 1,332 shares

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

  2. period ended2026-03-31
    13F 18,892 shares
    Change vs previous 13F -3,950 shares

    0.01% of the 13F portfolio, value $13,276,850.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,974 shares
    • Focus Partners Advisor Solutions, LLC: 1,918 shares

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

  3. period ended2025-12-31
    13F 22,842 shares
    Change vs previous 13F +21,254 shares

    0.01% of the 13F portfolio, value $8,419,271.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 1,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,810.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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