Position in LITE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$45,477
+$11,745 QoQ
Shares Held
53
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,148
of 1,304 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, 2026Dogwood Wealth Management LLC holds $441,142 across 9 Communication Equipment names. LITE ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,413 | $283,430 | |
| 2 | CIEN |
Ciena Corp
|
132 | $64,753 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
53 | $45,477 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
229 | $20,348 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
36 | $14,950 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
|
102 | $4,601 | |
| 7 | ERIC |
Ericsson Lm Telephone Co
|
348 | $3,880 | |
| 8 | VIAV |
Viavi Solutions Inc.
|
50 | $2,387 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,477 | 53 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $33,732 | 48 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,740 | 21 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $650 | 4 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||