SageView Advisory Group, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in LITE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$370,681
-$701,730 QoQ
Shares Held
432
-71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#922
of 1,305 holders
Holding Since
Dec 2025
3 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, 2026SageView Advisory Group, LLC holds $12,033,738 across 4 Communication Equipment names. LITE ranks #2 (3.1% of the industry book) .
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,681 | 432 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,072,411 | 1,526 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $527,452 | 1,431 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||