Beacon Harbor Wealth Advisors, Inc.
Position in LITE — Lumentum Holdings Inc.
CIK 1784093
VIRGINIA BEACH, VA
Position in LITE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,327,525
+$46,712 QoQ
Shares Held
17,863
-17.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#283
of 1,305 holders
Holding Since
Sep 2025
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, 2026Beacon Harbor Wealth Advisors, Inc. holds $15,327,525 across 1 Communication Equipment name. LITE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
17,863 | $15,327,525 |
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,327,525 | 17,863 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,280,813 | 21,744 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,561,885 | 39,507 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,447,887 | 45,774 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||