Position in LITE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$32,606
+$6,604 QoQ
Shares Held
38
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,167
of 1,305 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $2,796,827 across 16 Communication Equipment names. LITE ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
20,316 | $2,386,317 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
409 | $169,853 | |
| 3 | CIEN |
Ciena Corp
|
137 | $67,206 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
1,393 | $62,838 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
38 | $32,606 | |
| 6 | NOK |
Nokia Corp
|
1,901 | $25,245 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
120 | $10,663 | |
| 8 | VIAV |
Viavi Solutions Inc.
|
201 | $9,597 |
All Filings in LITE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,606 | 38 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $26,002 | 37 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,900 | 35 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,694 | 35 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,327 | 35 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,493 | 40 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,358 | 40 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,535 | 40 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,985 | 39 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,846 | 39 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $366 | 7 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,213 | 49 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,212 | 39 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,026 | 19 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,086 | 40 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,234 | 18 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,479 | 69 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,684 | 48 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,182 | 49 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,506 | 30 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||