Simplex Trading
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Simplex Trading’s Lite Strategy Inc LITS Stock Holding History

Simplex Trading’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.8K Buy
+14,270
New +$14.8K ﹤0.01% 7105
2025
Q4 		– Sell
-8,168
Closed -$15.4K – 9444
2025
Q3 		$19K Buy
+8,168
New +$33.7K ﹤0.01% 7368
2024
Q3 		– Sell
-336
Closed – – 9129
2024
Q2 		$0 Sell
336
-2,532
-88% -$7.98K ﹤0.01% 9405
2024
Q1 		$11K Buy
+2,868
New +$13K ﹤0.01% 7554
2023
Q4 		– Sell
-24,628
Closed -$164K – 9411
2023
Q3 		$172K Buy
24,628
+20,302
+469% +$133K ﹤0.01% 4514
2023
Q2 		$28K Buy
+4,326
New +$27.5K ﹤0.01% 6423
2022
Q1 		– Sell
-266
Closed -$10.4K – 11015
2021
Q4 		$14K Buy
+266
New +$14.8K ﹤0.01% 8750
2021
Q1 		– Sell
-192
Closed -$13.4K – 9518
2020
Q4 		$10K Buy
+192
New +$11.1K ﹤0.01% 7412
2020
Q3 		– Sell
-1,334
Closed -$80.4K – 8177
2020
Q2 		$110K Buy
+1,334
New +$80.9K ﹤0.01% 4703
2019
Q2 		– Sell
-652
Closed -$38.3K – 7502
2019
Q1 		$40K Buy
+652
New +$37.4K ﹤0.01% 5196
2018
Q4 		– Sell
-71
Closed -$4.38K – 7485
2018
Q3 		$6K Sell
71
-1,097
-94% -$89.8K ﹤0.01% 6682
2018
Q2 		$92K Buy
+1,168
New +$71.6K ﹤0.01% 4394
2018
Q1 		– Sell
-105
Closed -$4.57K – 6563
2017
Q4 		$4K Sell
105
-120
-53% -$5.64K ﹤0.01% 4701
2017
Q3 		$12K Buy
+225
New +$12.5K ﹤0.01% 3612
2017
Q2 		– Sell
-11
Closed -$398 – 6503
2017
Q1 		$0 Buy
+11
New +$353 ﹤0.01% 6518
2015
Q3 		– Sell
-50
Closed -$1.71K – 5899
2015
Q2 		$1K Sell
50
-3,462
-99% -$135K ﹤0.01% 4711
2015
Q1 		$125K Buy
+3,512
New +$314K 0.01% 971

Other funds holding LITS

RLH Capital
RLH Capital Great Neck, New York $277M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Simplex Trading's LITS Position: Q3 2026 in Review

Simplex Trading opened a new position in Lite Strategy Inc (LITS) in Q3 2026: 14,270 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #7105 among its holdings. This is a return to the name: Simplex Trading previously reported a position in LITS as recently as Q3 2025.

Simplex Trading first reported a position in LITS in Q1 2015 and has held it in 17 quarters since. The position peaked at $172K in Q3 2023. 10 funds tracked by Wall St. Rank hold LITS as of Q3 2026.

  • Simplex Trading held 14,270 shares of Lite Strategy Inc worth $18.8K as of Q3 2026.
  • Lite Strategy Inc was a new Simplex Trading position in Q3 2026.
  • Lite Strategy Inc made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #7105 holding.
  • Simplex Trading first reported a position in Lite Strategy Inc in Q1 2015 and has held it in 17 quarters since.
  • Simplex Trading's Lite Strategy Inc position peaked at $172K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.