Position in LITE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$56,631
+$10,249 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,134
of 1,305 holders
Holding Since
Mar 2023
14 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, 2026Kozak & Associates, Inc. holds $664,140 across 3 Communication Equipment names. LITE ranks #2 (8.5% of the industry book) .
All Filings in LITE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,631 | 66 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $46,382 | 66 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $24,326 | 66 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $32,542 | 200 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $19,012 | 200 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $12,468 | 200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,790 | 200 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $12,676 | 200 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,184 | 200 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $9,470 | 200 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $10,484 | 200 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $9,036 | 200 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,346 | 200 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $10,802 | 200 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||