Position in LITE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$972,181
+$340,400 QoQ
Shares Held
1,133
+26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#711
of 1,305 holders
Holding Since
Dec 2025
3 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, 2026JBR Co Financial Management Inc holds $972,181 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
|
1,133 | $972,181 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,181 | 1,133 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $631,781 | 899 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $331,362 | 899 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||