Position in LITE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,864
+$1,242 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,238
of 1,304 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $395,355 across 6 Communication Equipment names. LITE ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,729 | $320,548 | |
| 2 | ASTS |
AST SpaceMobile, Inc.
|
604 | $53,671 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
189 | $8,525 | |
| 4 | LITE |
Lumentum Holdings Inc.
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|
8 | $6,864 | |
| 5 | UTSI |
Utstarcom Holdings Corp.
|
1,750 | $4,357 | |
| 6 | ADTN |
ADTRAN Holdings, Inc.
|
100 | $1,390 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,864 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,622 | 8 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||