Position in LITE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,154
+$613 QoQ
Shares Held
13
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,219
of 1,312 holders
Holding Since
Dec 2022
9 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, 2026Cornerstone Planning Group LLC holds $486,241 across 12 Communication Equipment names. LITE ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,314 | $271,802 | |
| 2 | ASTS |
AST SpaceMobile, Inc.
|
766 | $68,066 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
75 | $31,146 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
599 | $27,020 | |
| 5 | AMPG |
AmpliTech Group, Inc.
|
3,800 | $26,448 | |
| 6 | NOK |
Nokia Corp
|
1,896 | $25,178 | |
| 7 | CIEN |
Ciena Corp
|
27 | $13,245 | |
| 8 | LITE |
Lumentum Holdings Inc.
This page
|
13 | $11,154 |
All Filings in LITE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,154 | 13 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,541 | 15 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,105 | 3 | Shares | Sole | 2026-02-02 | |
| 2024-06-30 | $6,874 | 135 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,528 | 159 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,334 | 159 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,183 | 159 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,694 | 118 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $3,547 | 68 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||