Position in LITE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,168,317
+$648,248 QoQ
Shares Held
2,527
+16.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#569
of 1,304 holders
Holding Since
Dec 2025
3 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, 2026HB Wealth Management, LLC holds $65,744,872 across 11 Communication Equipment names. LITE ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
414,289 | $48,662,385 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
121,129 | $5,464,129 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
12,168 | $5,053,248 | |
| 4 | CIEN |
Ciena Corp
|
4,889 | $2,398,347 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
2,527 | $2,168,317 | |
| 6 | NOK |
Nokia Corp
|
36,430 | $483,790 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
1,436 | $378,041 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
3,947 | $350,730 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,168,317 | 2,527 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,520,069 | 2,163 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $447,468 | 1,214 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||