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Kestra Advisory Services, LLC: LITE position timeline

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

Kestra Advisory Services, LLC held 8,013 LITE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,013 shares
    Change vs previous 13F +2,380 shares

    0.02% of the 13F portfolio, value $6,875,515.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,279 shares
    • Kestra Advisory Services, LLC: 6,734 shares

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

  2. period ended2026-03-31
    13F 5,633 shares
    Change vs previous 13F +2,297 shares

    0.01% of the 13F portfolio, value $3,958,548.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,189 shares
    • Kestra Advisory Services, LLC: 4,444 shares

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

  3. period ended2025-12-31
    13F 3,336 shares
    Change vs previous 13F -712 shares

    0.01% of the 13F portfolio, value $1,229,616.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    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 4,048 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $658,650.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    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 4,085 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $388,320.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    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 3,946 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $245,994.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    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 3,578 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $300,373.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    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 3,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,358.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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