EverSource Wealth Advisors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1710537 BIRMINGHAM, AL

Position in LITE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$463,347

+$171,709 QoQ

Shares Held

540

+30.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#215

of 419 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $15,337,802 across 27 Communication Equipment names. LITE ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	15,877	$7,788,615
2	CSCO	Cisco Systems, Inc.	36,433	$4,279,412
3	HPE	Hewlett Packard Enterprise Co	22,281	$1,005,090
4	MSI	Motorola Solutions, Inc.	1,485	$616,701
5	LITE	Lumentum Holdings Inc. This page	540	$463,347
6	VSAT	Viasat Inc	4,103	$368,489
7	NOK	Nokia Corp	17,689	$234,906
8	ASTS	AST SpaceMobile, Inc.	1,376	$122,267

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,347	540	+30.1%	Shares	Sole	2026-07-24
2026-03-31	$291,638	415	+270.5%	Shares	Sole	2026-05-18
2025-12-31	$41,280	112	-32.9%	Shares	Sole	2026-02-06
2025-09-30	$27,171	167	+363.9%	Shares	Sole	2025-11-10
2025-06-30	$3,421	36	+300.0%	Shares	Sole	2025-08-13
2025-03-31	$561	9	-10.0%	Shares	Sole	2025-05-13
2024-12-31	$839	10	+150.0%	Shares	Sole	2025-02-10
2024-03-31	$189	4	-83.3%	Shares	Sole	2024-06-11
2023-09-30	$1,084	24	-20.0%	Shares	Sole	2023-11-03
2023-06-30	$1,701	30	-85.5%	Shares	Sole	2023-08-04
2023-03-31	$11,180	207	0.0%	Shares	Sole	2023-05-11
2022-12-31	$10,799	207	+117.9%	Shares	Sole	2023-02-09
2022-03-31	$9,272	95	0.0%	Shares	Sole	2022-05-25
2021-12-31	$10,048	95	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.