Position in LITE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,174,959
+$1,418,005 QoQ
Shares Held
6,031
+12.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#436
of 1,305 holders
Holding Since
Sep 2025
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 Jun 30, 2026Integrated Wealth Concepts LLC holds $51,868,064 across 31 Communication Equipment names. LITE ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
228,631 | $26,854,997 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
140,660 | $6,345,172 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
6,031 | $5,174,959 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
8,698 | $3,612,192 | |
| 5 | CIEN |
Ciena Corp
|
6,194 | $3,038,528 | |
| 6 | NOK |
Nokia Corp
|
118,990 | $1,580,187 | |
| 7 | VSAT |
Viasat Inc
|
17,247 | $1,548,953 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
14,299 | $1,270,609 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,174,959 | 6,031 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||