Position in LITE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,601,829
-$1,851,808 QoQ
Shares Held
13,521
-29.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#317
of 1,304 holders
Holding Since
Mar 2021
17 quarters on record
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Spire Wealth Management holds $17,168,224 across 13 Communication Equipment names. LITE ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
13,521 | $11,601,829 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
44,271 | $5,200,071 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
4,629 | $208,814 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
150 | $62,293 | |
| 5 | NOK |
Nokia Corp
|
3,903 | $51,831 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
250 | $22,215 | |
| 7 | CIEN |
Ciena Corp
|
26 | $12,754 | |
| 8 | NTGR |
Netgear, Inc.
|
100 | $2,335 |
All Filings in LITE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,601,829 | 13,521 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,453,637 | 19,144 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,491,959 | 20,326 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $916,382 | 5,632 | Shares | Sole | 2025-10-23 | |
| 2024-06-30 | $2,851 | 56 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,509 | 53 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,778 | 53 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,394 | 53 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,006 | 53 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,402 | 63 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $939 | 18 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $6,988 | 88 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $62,659 | 642 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $159,395 | 1,507 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $40,266 | 482 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $33,386 | 407 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $118,298 | 1,295 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||