Global Financial Private Client, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 2023568
Sarasota, FL
Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$241,114
+$241,020 QoQ
Shares Held
281
+13950.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,034
of 1,305 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Global Financial Private Client, LLC holds $6,114,348 across 2 Communication Equipment names. LITE ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
50,002 | $5,873,234 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
281 | $241,114 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,114 | 281 | Shares | Other | 2026-07-20 | |
| 2024-03-31 | $94 | 2 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $104 | 2 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||