Position in LITE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,243
+$15,307 QoQ
Shares Held
266
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,052
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026waypoint wealth counsel holds $1,499,511 across 2 Communication Equipment names. LITE ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
10,823 | $1,271,268 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
266 | $228,243 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,243 | 266 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $212,936 | 303 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||