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Bell Investment Advisors, Inc

Position in LITE — Lumentum Holdings Inc.

CIK 1890149 ORINDA, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$20,593
+$3,727 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,182
of 1,304 holders
Holding Since
Sep 2021
18 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, 2026

Bell Investment Advisors, Inc holds $559,794 across 13 Communication Equipment names. LITE ranks #5 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 LITE
Lumentum Holdings Inc.
This page
24 $20,593

All Filings in LITE

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,593 24
2026-03-31 $16,866 24
2025-12-31 $9,214 25
2025-09-30 $1,627 10
2025-06-30 $950 10
2025-03-31 $623 10
2024-12-31 $1,343 16
2024-09-30 $633 10
2024-06-30 $509 10
2023-12-31 $524 10
2023-09-30 $1,490 33
2023-06-30 $2,382 42
2023-03-31 $810 15
2022-12-31 $1,252 24
2022-09-30 $822 12
2022-06-30 $1,350 17
2021-12-31 $1,163 11
2021-09-30 $918 11