Dynasty Wealth Management, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$268,572
+$40,175 QoQ
Shares Held
313
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#993
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026Dynasty Wealth Management, LLC holds $476,946 across 2 Communication Equipment names. LITE ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
313 | $268,572 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
1,774 | $208,374 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,572 | 313 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $228,397 | 325 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||