Position in LITE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,445
+$15,310 QoQ
Shares Held
18
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,196
of 1,305 holders
Holding Since
Dec 2020
13 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, 2026SOA Wealth Advisors, LLC. holds $2,973,859 across 8 Communication Equipment names. LITE ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
23,307 | $2,737,640 | |
| 2 | NOK |
Nokia Corp
|
8,652 | $114,898 | |
| 3 | AAOI |
Applied Optoelectronics, Inc.
|
325 | $48,152 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
54 | $22,425 | |
| 5 | LITE |
Lumentum Holdings Inc.
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|
18 | $15,445 | |
| 6 | EXTR |
Extreme Networks Inc
|
400 | $12,948 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
267 | $12,044 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
116 | $10,307 |
All Filings in LITE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,445 | 18 | Shares | Sole | 2026-07-21 | |
| 2023-09-30 | $135 | 3 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $170 | 3 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $162 | 3 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $156 | 3 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $205 | 3 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $238 | 3 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $292 | 3 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $317 | 3 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $250 | 3 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $246 | 3 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $274 | 3 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $284 | 3 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||