Position in LITE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,133,984
+$1,300,524 QoQ
Shares Held
2,487
+109.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#574
of 1,304 holders
Holding Since
Dec 2020
10 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, 2026AE Wealth Management LLC holds $159,913,537 across 8 Communication Equipment names. LITE ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,258,651 | $147,841,107 | |
| 2 | CIEN |
Ciena Corp
|
13,817 | $6,778,064 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
2,487 | $2,133,984 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
2,790 | $1,158,649 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
19,839 | $894,929 | |
| 6 | VSAT |
Viasat Inc
|
5,223 | $469,071 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
4,161 | $369,745 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
1,018 | $267,988 |
All Filings in LITE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,133,984 | 2,487 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $833,460 | 1,186 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $209,080 | 1,285 | Shares | Sole | 2025-11-03 | |
| 2023-06-30 | $223,686 | 3,943 | Shares | Sole | 2023-07-10 | |
| 2022-06-30 | $230,397 | 2,901 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $288,017 | 2,951 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $293,829 | 2,778 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $245,022 | 2,933 | Shares | Sole | 2021-11-01 | |
| 2021-03-31 | $237,692 | 2,602 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $217,755 | 2,297 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||