ELEVATION POINT WEALTH PARTNERS, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1744349
DENVER, CO
Position in LITE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,426,953
+$1,163,542 QoQ
Shares Held
1,663
-40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#645
of 1,305 holders
Holding Since
Sep 2024
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $25,259,546 across 11 Communication Equipment names. LITE ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
120,842 | $14,194,101 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
6,747 | $2,801,961 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
43,906 | $1,980,599 | |
| 4 | ERIC |
Ericsson Lm Telephone Co
|
159,732 | $1,781,011 | |
| 5 | CIEN |
Ciena Corp
|
2,946 | $1,445,189 | |
| 6 | LITE |
Lumentum Holdings Inc.
This page
|
1,663 | $1,426,953 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
2,912 | $766,613 | |
| 8 | UI |
Ubiquiti Inc.
|
483 | $257,936 |
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,953 | 1,663 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $263,411 | 2,771 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $319,261 | 3,803 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $236,851 | 3,737 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||