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Lumentum Hldgs shares owned by Root Financial Partners

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Lumentum Hldgs held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $578k 674 858.06
2026-03-31 $155k 220 702.76
2025-12-31 $3.3k 9 368.56
2025-09-30 $488 3 162.67

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Lumentum Hldgs

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FMR
Invesco
State Street Corporation
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Geode Capital Management
D. E. Shaw & Co
Jupiter Topco
UBS Group
Arrowstreet Capital, Limited Partnership

View all funds holding Lumentum Hldgs