Bedel Financial Consulting, Inc.
Position in LITE — Lumentum Holdings Inc.
CIK 1730511
INDIANAPOLIS, IN
Position in LITE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$469,358
+$84,949 QoQ
Shares Held
547
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#865
of 1,305 holders
Holding Since
Mar 2020
12 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, 2026Bedel Financial Consulting, Inc. holds $3,706,555 across 2 Communication Equipment names. LITE ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
27,560 | $3,237,197 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
547 | $469,358 |
All Filings in LITE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,358 | 547 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $384,409 | 547 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $201,618 | 547 | Shares | Sole | 2026-01-28 | |
| 2022-03-31 | $82,667 | 847 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $89,587 | 847 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $70,758 | 847 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $69,479 | 847 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $49,968 | 547 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,455 | 47 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,531 | 47 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,827 | 47 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $3,463 | 47 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||