Position in CIEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,038,528
+$779,418 QoQ
Shares Held
6,194
+6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#451
of 1,218 holders
Holding Since
Mar 2021
12 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, 2026Integrated Wealth Concepts LLC holds $51,868,064 across 31 Communication Equipment names. CIEN ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
228,631 | $26,854,997 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
140,660 | $6,345,172 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
6,031 | $5,174,959 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
8,698 | $3,612,192 | |
| 5 | CIEN |
Ciena Corp
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|
6,194 | $3,038,528 | |
| 6 | NOK |
Nokia Corp
|
118,990 | $1,580,187 | |
| 7 | VSAT |
Viasat Inc
|
17,247 | $1,548,953 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
14,299 | $1,270,609 |
All Filings in CIEN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,038,528 | 6,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,259,110 | 5,819 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $782,061 | 3,344 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $960,693 | 6,595 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $519,292 | 6,385 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $202,742 | 3,355 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $274,105 | 3,232 | Shares | Other | 2025-02-14 | |
| 2023-03-31 | $214,229 | 4,079 | Shares | Other | 2023-05-03 | |
| 2021-12-31 | $424,643 | 5,517 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $345,020 | 6,719 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $401,927 | 7,065 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $313,545 | 5,730 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||