Steward Partners Investment Advisory, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1723397
STAMFORD, CT
Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$917,266
+$184,991 QoQ
Shares Held
1,069
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#726
of 1,304 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $177,371,337 across 23 Communication Equipment names. LITE ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
706,859 | $83,027,658 | |
| 2 | AAOI |
Applied Optoelectronics, Inc.
|
270,751 | $40,114,468 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
87,477 | $36,328,323 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
219,871 | $9,918,380 | |
| 5 | ZBRA |
Zebra Technologies Corp
|
7,974 | $2,099,235 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
16,715 | $1,485,294 | |
| 7 | CIEN |
Ciena Corp
|
2,795 | $1,371,115 | |
| 8 | LITE |
Lumentum Holdings Inc.
This page
|
1,069 | $917,266 |
All Filings in LITE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,266 | 1,069 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $732,275 | 1,042 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $286,394 | 777 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $96,324 | 592 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $51,047 | 537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,938 | 384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,631 | 484 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $32,513 | 513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,154 | 494 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,947 | 548 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,395 | 370 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,373 | 628 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,343 | 482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,911 | 776 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,483 | 776 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $66,512 | 970 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $328,004 | 4,130 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $440,956 | 4,518 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $674,283 | 6,375 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $551,614 | 6,603 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $519,331 | 6,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $593,044 | 6,492 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $584,916 | 6,170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $355,064 | 4,726 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $396,971 | 4,875 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $357,445 | 4,850 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||