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B. Riley Wealth Advisors’s Lightpath Technologies LPTH Stock Holding History

B. Riley Wealth Advisors’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-69,879
Closed -$140K – 1244
2025
Q1 		$140K Sell
69,879
-6,500
-9% -$17.9K ﹤0.01% 1195
2024
Q4 		$270K Sell
76,379
-3,445
-4% -$6.43K 0.01% 911
2024
Q3 		$110K Sell
79,824
-52,000
-39% -$68K ﹤0.01% 1199
2024
Q2 		$166K Buy
131,824
+67,429
+105% +$91.8K ﹤0.01% 1265
2024
Q1 		$93.4K Sell
64,395
-47,429
-42% -$68.1K ﹤0.01% 1364
2023
Q4 		$141K Buy
111,824
+47,429
+74% +$65.3K ﹤0.01% 1301
2023
Q3 		$93.4K Buy
+64,395
New +$108K ﹤0.01% 1364

Other funds holding LPTH

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

B. Riley Wealth Advisors's LPTH Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Lightpath Technologies (LPTH) in Q2 2025, closing a stake of 69,879 shares — an estimated $140K sold.

B. Riley Wealth Advisors first reported a position in LPTH in Q3 2023 and held it in 7 quarters. The position peaked at $270K in Q4 2024. 42 funds tracked by Wall St. Rank hold LPTH as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Lightpath Technologies position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 69,879 Lightpath Technologies shares in Q2 2025, an estimated $140K.
  • B. Riley Wealth Advisors first reported a position in Lightpath Technologies in Q3 2023 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Lightpath Technologies position peaked at $270K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Lightpath Technologies as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.