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Moisand Fitzgerald Tamayo, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1649107 ORLANDO, FL

Position in LITE

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$29,174
+$8,092 QoQ
Shares Held
34
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,169
of 1,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Moisand Fitzgerald Tamayo, LLC holds $176,243 across 8 Communication Equipment names. LITE ranks #2 (16.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LITE
Lumentum Holdings Inc.
This page
34 $29,174

All Filings in LITE

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,174 34
2026-03-31 $21,082 30
2025-12-31 $11,057 30
2025-09-30 $4,881 30
2025-06-30 $2,851 30
2025-03-31 $1,870 30
2024-12-31 $2,518 30
2024-09-30 $1,901 30
2024-06-30 $1,527 30
2024-03-31 $1,420 30
2023-12-31 $1,572 30
2023-09-30 $1,355 30
2023-06-30 $1,701 30
2023-03-31 $1,620 30
2022-12-31 $1,565 30
2022-09-30 $2,742 40
2022-06-30 $2,382 30
2022-03-31 $2,928 30
2021-12-31 $3,173 30
2021-09-30 $2,506 30
2021-06-30 $2,460 30
2021-03-31 $2,740 30
2020-12-31 $2,844 30
2020-09-30 $2,253 30
2020-06-30 $2,442 30
2020-03-31 $2,211 30