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Bogart Wealth, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1715740 MCLEAN, VA

Position in LITE

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$11,154
-$29,606 QoQ
Shares Held
13
-77.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,216
of 1,304 holders
Holding Since
Jun 2022
17 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

Bogart Wealth, LLC holds $47,138,501 across 15 Communication Equipment names. LITE ranks #6 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 LITE
Lumentum Holdings Inc.
This page
13 $11,154

All Filings in LITE

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,154 13
2026-03-31 $40,760 58
2025-12-31 $19,903 54
2025-09-30 $325 2
2025-06-30 $190 2
2025-03-31 $124 2
2024-12-31 $167 2
2024-09-30 $253 4
2024-06-30 $203 4
2024-03-31 $189 4
2023-12-31 $209 4
2023-09-30 $180 4
2023-06-30 $226 4
2023-03-31 $216 4
2022-12-31 $208 4
2022-09-30 $274 4
2022-06-30 $158 2