Position in LITE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,583,120
+$1,195,197 QoQ
Shares Held
1,845
+234.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#625
of 1,304 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $25,956,929 across 9 Communication Equipment names. LITE ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
139,484 | $16,383,790 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
6,900 | $2,865,501 | |
| 3 | ZBRA |
Zebra Technologies Corp
|
9,319 | $2,453,319 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
1,845 | $1,583,120 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
16,139 | $728,030 | |
| 6 | CIEN |
Ciena Corp
|
1,362 | $668,142 | |
| 7 | UI |
Ubiquiti Inc.
|
1,015 | $542,040 | |
| 8 | CRNT |
Ceragon Networks Ltd
|
175,200 | $453,768 |
All Filings in LITE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,120 | 1,845 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $387,923 | 552 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $307,035 | 833 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $154,086 | 947 | Shares | Sole | 2025-11-07 | |
| 2021-12-31 | $201,068 | 1,901 | Shares | Sole | 2022-01-31 | |
| 2021-03-31 | $949,765 | 10,397 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||