Position in CIEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,110,137
+$231,573 QoQ
Shares Held
2,263
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#137
of 397 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIEN Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,252,240 across 13 Communication Equipment names. CIEN ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
15,073 | $1,770,474 | |
| 2 | CIEN |
Ciena Corp
This page
|
2,263 | $1,110,137 | |
| 3 | ERIC |
Ericsson Lm Telephone Co
|
61,525 | $686,003 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
476 | $197,678 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
3,084 | $139,119 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
831 | $123,120 | |
| 7 | LITE |
Lumentum Holdings Inc.
|
108 | $92,670 | |
| 8 | NOK |
Nokia Corp
|
4,370 | $58,033 |
All Filings in CIEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,137 | 2,263 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $878,564 | 2,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $529,247 | 2,263 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $394,911 | 2,711 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $444,793 | 5,469 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $245,779 | 2,898 | Shares | Sole | 2025-01-23 | |
| 2021-12-31 | $223,059 | 2,898 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||