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EVOLVE PRIVATE WEALTH, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2111131 LOS ANGELES, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$242,830
-$26,327 QoQ
Shares Held
283
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,031
of 1,305 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $19,554,722 across 11 Communication Equipment names. LITE ranks #9 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LITE

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $242,830 283
2026-03-31 $269,157 383