Private Wealth Management Group, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 2011342
PRINCETON, NJ
Position in LITE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,574
+$466 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,272
of 1,305 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $507,492 across 13 Communication Equipment names. LITE ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,779 | $326,421 | |
| 2 | CIEN |
Ciena Corp
|
128 | $62,791 | |
| 3 | UI |
Ubiquiti Inc.
|
62 | $33,109 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
78 | $32,392 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
626 | $28,238 | |
| 6 | TSAT |
Telesat Corp
|
176 | $8,909 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
130 | $6,207 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
11 | $2,895 |
All Filings in LITE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,108 | 3 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,054 | 11 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,789 | 11 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,045 | 11 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $685 | 11 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $923 | 11 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $697 | 11 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $560 | 11 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $520 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $576 | 11 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||