Position in LITE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$578,332
+$423,725 QoQ
Shares Held
674
+206.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#198
of 419 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $2,737,806 across 4 Communication Equipment names. LITE ranks #3 (21.1% of the industry book) .
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,332 | 674 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $154,607 | 220 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,317 | 9 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $488 | 3 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||