Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

LITE holding history

Lumentum Holdings Inc. in every 13F filed by Marshall Financial Group 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): 2,363
Value: $2.03M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of LITE by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,363	$2.03M	0.3%	−3,504−59.7%	Reduced	Holders
Q1 2026	5,867	$4.12M	0.7%	−512−8.0%	Reduced	Holders
Q4 2025	6,379	$2.35M	0.5%	+6,379	New	Holders