Pinnacle Wealth Planning Services, Inc.
Position in LITE — Lumentum Holdings Inc.
CIK 1726752
MANSFIELD, OH
Position in LITE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$150,160
+$81,993 QoQ
Shares Held
175
+80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,108
of 1,312 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,604,221 across 20 Communication Equipment names. LITE ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
38,857 | $4,564,143 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
11,886 | $536,177 | |
| 3 | VSAT |
Viasat Inc
|
3,435 | $308,497 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
689 | $286,134 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
175 | $150,160 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
893 | $132,306 | |
| 7 | NOK |
Nokia Corp
|
9,878 | $131,179 | |
| 8 | EXTR |
Extreme Networks Inc
|
3,001 | $97,142 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,160 | 175 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||