Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,716
-$29 QoQ
Shares Held
2
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,283
of 1,304 holders
Holding Since
Dec 2024
3 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, 2026Medallion Wealth Advisors, LLC holds $1,983,854 across 8 Communication Equipment names. LITE ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
12,955 | $1,521,694 | |
| 2 | UI |
Ubiquiti Inc.
|
833 | $444,846 | |
| 3 | ONDS |
Ondas Inc.
|
1,000 | $8,240 | |
| 4 | NTGR |
Netgear, Inc.
|
285 | $6,654 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
2 | $1,716 | |
| 6 | NOK |
Nokia Corp
|
26 | $345 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
4 | $180 | |
| 8 | HLIT |
Harmonic Inc.
|
11 | $179 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716 | 2 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $1,745 | 28 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,350 | 28 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||