Position in LITE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$343,224
+$132,396 QoQ
Shares Held
400
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#934
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026Plan Group Financial, LLC holds $343,224 across 1 Communication Equipment name. LITE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
400 | $343,224 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,224 | 400 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $210,828 | 300 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||