MINDSET WEALTH MANAGEMENT, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 2044232
INDIANAPOLIS, IN
Position in LITE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$968,749
-$19,331 QoQ
Shares Held
1,129
-19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#712
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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,301,920 across 2 Communication Equipment names. LITE ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
11,350 | $1,333,171 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
1,129 | $968,749 |
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,749 | 1,129 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $988,080 | 1,406 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $718,013 | 1,948 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $266,030 | 1,635 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||