Position in LITE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,939,713
+$2,651,582 QoQ
Shares Held
3,426
+735.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#512
of 1,304 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $35,610,838 across 9 Communication Equipment names. LITE ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
176,160 | $20,691,753 | |
| 2 | CIEN |
Ciena Corp
|
7,984 | $3,916,631 | |
| 3 | NOK |
Nokia Corp
|
246,386 | $3,272,006 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
3,426 | $2,939,713 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
5,690 | $2,363,000 | |
| 6 | UI |
Ubiquiti Inc.
|
2,828 | $1,510,236 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
15,021 | $677,597 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
|
11,200 | $124,880 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,939,713 | 3,426 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $288,131 | 410 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||