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Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

LITE holding history

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

LITE overviewAll 13F holders of LITEFull Q2 2026 holdings

Shares (Q2 2026)
1,178
Value
$1.01M
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of LITE by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,178$1.01M0.4%+33+2.9%AddedHolders
Q1 20261,145$804.7K0.4%+19+1.7%AddedHolders
Q4 20251,126$415.0K0.2%+1,126NewHolders