Forum Financial Management, LP

Position in LITE — Lumentum Holdings Inc.

CIK 1911832 LOMBARD, IL

Position in LITE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$223,095

-$788,684 QoQ

Shares Held

260

-90.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,056

of 1,305 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $1,937,224 across 3 Communication Equipment names. LITE ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	12,590	$1,478,821
2	NOK	Nokia Corp	17,719	$235,308
3	LITE	Lumentum Holdings Inc. This page	260	$223,095

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,095	260	-90.5%	Shares	Sole	2026-07-23
2025-12-31	$1,011,779	2,745	-7.9%	Shares	Sole	2026-01-27
2025-09-30	$485,201	2,982	-2.8%	Shares	Sole	2025-10-24
2025-06-30	$291,549	3,067	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.