BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1352860
BLUE BELL, PA
Position in LITE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$47,193
+$14,867 QoQ
Shares Held
55
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,145
of 1,304 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $946,679 across 8 Communication Equipment names. LITE ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
5,646 | $663,179 | |
| 2 | GILT |
Gilat Satellite Networks Ltd
|
8,177 | $108,835 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
55 | $47,193 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
|
304 | $45,040 | |
| 5 | CIEN |
Ciena Corp
|
72 | $35,320 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
79 | $32,807 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
180 | $8,595 | |
| 8 | ONDS |
Ondas Inc.
|
693 | $5,710 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,193 | 55 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,326 | 46 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||