Position in LITE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,354,018
+$394,751 QoQ
Shares Held
1,578
+15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#654
of 1,304 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Derivatives in LITE
reported options exposure · as of Mar 31, 2026CallValue
$589,311
CallShares
90,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $9,008,771 across 8 Communication Equipment names. LITE ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
42,479 | $4,989,583 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
1,578 | $1,354,018 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
20,892 | $942,438 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
7,152 | $635,526 | |
| 5 | VSAT |
Viasat Inc
|
3,301 | $296,462 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
692 | $287,380 | |
| 7 | AAOI |
Applied Optoelectronics, Inc.
|
1,711 | $253,501 | |
| 8 | NOK |
Nokia Corp
|
18,815 | $249,863 |
All Filings in LITE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,018 | 1,578 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $589,311 | 90,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $959,267 | 1,365 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $612,108 | 11,677 | Shares | Sole | 2024-03-15 | |
| 2022-03-31 | $217,257 | 2,226 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||