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Marks Group Wealth Management, Inc

Position in LITE — Lumentum Holdings Inc.

CIK 1802473 MINNETONKA, MN

Position in LITE

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$265,998
+$55,170 QoQ
Shares Held
310
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,001
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026

Marks Group Wealth Management, Inc holds $5,670,325 across 5 Communication Equipment names. LITE ranks #5 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 LITE
Lumentum Holdings Inc.
This page
310 $265,998

All Filings in LITE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $265,998 310
2026-03-31 $210,828 300