Pinnacle Wealth Planning Services, Inc.
Position in LITE — Lumentum Holdings Inc.
CIK 1726752
MANSFIELD, OH
Position in LITE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$68,167
+$38,312 QoQ
Shares Held
97
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $4,492,342 across 19 Communication Equipment names. LITE ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
40,233 | $3,121,678 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
723 | $313,760 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
11,844 | $282,005 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
4,108 | $136,714 | |
| 5 | VSAT |
Viasat Inc
|
2,888 | $132,270 | |
| 6 | LITE |
Lumentum Holdings Inc.
This page
|
97 | $68,167 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
785 | $65,052 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
702 | $59,382 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,167 | 97 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,855 | 81 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $14,694 | 155 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||