Position in LITE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,756,954
+$2,983,919 QoQ
Shares Held
5,346
+12.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $29,199,890 across 13 Communication Equipment names. LITE ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
179,665 | $13,940,207 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
5,346 | $3,756,954 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
6,151 | $2,669,349 | |
| 4 | CIEN |
Ciena Corp
|
5,819 | $2,259,110 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
85,902 | $2,045,326 | |
| 6 | FEIM |
Frequency Electronics Inc
|
31,251 | $1,383,169 | |
| 7 | AMPG |
AmpliTech Group, Inc.
|
424,810 | $807,139 | |
| 8 | NOK |
Nokia Corp
|
98,595 | $792,703 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,756,954 | 5,346 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $773,035 | 4,751 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||