JOURNEY STRATEGIC WEALTH LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1909316 SUMMIT, NJ

Position in LITE

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$3,364,111

+$1,604,833 QoQ

Shares Held

4,787

+0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $7,633,009 across 4 Communication Equipment names. LITE ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	4,787	$3,364,111
2	CSCO	Cisco Systems, Inc.	40,061	$3,108,327
3	CIEN	Ciena Corp	2,236	$868,079
4	MSI	Motorola Solutions, Inc.	674	$292,492

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,364,111	4,787	+0.3%	Shares	Sole	2026-04-15
2025-12-31	$1,759,278	4,773	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$765,224	4,703	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$444,594	4,677	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.