QTR Family Wealth, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2067954 LAKE MARY, FL

Position in LITE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$263,424

+$80,004 QoQ

Shares Held

307

+17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,003

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Technology · as of Jun 30, 2026

QTR Family Wealth, LLC holds $2,372,107 across 4 Communication Equipment names. LITE ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	10,643	$1,250,126
2	CIEN	Ciena Corp	1,289	$632,331
3	LITE	Lumentum Holdings Inc. This page	307	$263,424
4	HPE	Hewlett Packard Enterprise Co	5,015	$226,226

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,424	307	+17.6%	Shares	Sole	2026-07-27
2026-03-31	$183,420	261	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.