XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

LITE holding history

Lumentum Holdings Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LITE overview All 13F holders of LITE Full Q2 2026 holdings

Shares (Q2 2026): 718
Value: $616.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of LITE by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	718	$616.1K	<0.1%	+83+13.1%	Added	Holders
Q1 2026	635	$446.3K	<0.1%	+70+12.4%	Added	Holders
Q4 2025	565	$208.3K	<0.1%	+565	New	Holders