Position in LITE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,475,005
+$1,101,137 QoQ
Shares Held
1,719
+223.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#638
of 1,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Derivatives in LITE
reported options exposure · as of Jun 30, 2026CallValue
$171,612
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $18,665,197 across 6 Communication Equipment names. LITE ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
117,330 | $13,781,581 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
4,288 | $1,780,763 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
1,719 | $1,475,005 | |
| 4 | BDC |
Belden Inc.
|
5,049 | $605,425 | |
| 5 | ONDS |
Ondas Inc.
|
64,607 | $532,361 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
5,515 | $490,062 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,612 | 200 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $1,475,005 | 1,719 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $373,868 | 532 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,648,319 | 7,185 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||