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LPL Financial LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1403438 FORT MILL, SC

Position in LITE

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$49,885,418
+$28,192,791 QoQ
Shares Held
70,985
+20.6% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 2.7019792913995913.ToString("F0")% Shared 0.ToString("F0")% None 97.2980207086004.ToString("F0")%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Mar 31, 2026

LPL Financial LLC holds $814,035,198 across 29 Communication Equipment names. LITE ranks #4 (6.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 LITE
Lumentum Holdings Inc.
This page
70,985 $49,885,418

All Filings in LITE

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $49,885,418 70,985
2025-12-31 $21,692,627 58,853
2025-09-30 $5,097,053 31,326
2025-06-30 $4,470,291 47,026
2025-03-31 $2,490,919 39,957
2024-12-31 $4,161,065 49,566
2024-09-30 $3,171,154 50,034
2024-06-30 $1,018,450 20,001
2024-03-31 $934,357 19,733
2023-12-31 $740,170 14,120
2023-09-30 $5,554,203 122,935
2023-06-30 $6,831,653 120,424
2023-03-31 $6,501,237 120,371
2022-12-31 $9,349,177 179,206
2022-09-30 $12,480,562 182,012
2022-06-30 $14,088,234 177,389
2022-03-31 $16,420,907 168,247
2021-12-31 $17,125,538 161,913
2021-09-30 $12,247,632 146,608
2021-06-30 $10,786,534 131,495
2021-03-31 $8,597,222 94,113
2020-12-31 $7,679,179 81,004
2020-09-30 $5,138,065 68,389
2020-06-30 $4,977,164 61,122
2020-03-31 $2,806,717 38,083