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, 2026Marks Group Wealth Management, Inc holds $5,670,325 across 5 Communication Equipment names. LITE ranks #5 (4.7% of the industry book) .
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,998 | 310 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $210,828 | 300 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||