Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,023,719
+$93,073 QoQ
Shares Held
9,351
-17.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#366
of 1,305 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Williamson Legacy Group, LLC holds $16,363,729 across 2 Communication Equipment names. LITE ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
17,001 | $8,340,010 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
9,351 | $8,023,719 |
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,023,719 | 9,351 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,930,646 | 11,285 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,684,026 | 15,421 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,423,402 | 14,894 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||