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Icon Wealth Advisors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1963212 HOUSTON, TX

Position in LITE

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$243,689
New position
Shares Held
284
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,029
of 1,305 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Communication Equipment

Technology · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $9,243,700 across 4 Communication Equipment names. LITE ranks #2 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LITE
Lumentum Holdings Inc.
This page
284 $243,689

All Filings in LITE

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $243,689 284