Institute for Wealth Management, LLC.
Position in LITE — Lumentum Holdings Inc.
CIK 1533954
DENVER, CO
Position in LITE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$92,670
New position
Shares Held
108
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Communication Equipment
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,252,240 across 13 Communication Equipment names. LITE ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
15,073 | $1,770,474 | |
| 2 | CIEN |
Ciena Corp
|
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.
This page
|
108 | $92,670 | |
| 8 | NOK |
Nokia Corp
|
4,370 | $58,033 |
All Filings in LITE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,670 | 108 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||