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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

LITE holding history

Lumentum Holdings Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LITE overviewAll 13F holders of LITEFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2021
Holdings of LITE by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4,800−100.0%Sold outHolders
Q4 20244,800$403.0K<0.1%−1,683−26.0%ReducedHolders
Q3 20246,483$410.9K<0.1%−494−7.1%ReducedHolders
Q2 20246,977$355.3K<0.1%−517−6.9%ReducedHolders
Q1 20247,494$354.8K<0.1%+209+2.9%AddedHolders
Q4 20237,285$381.9K<0.1%+530+7.8%AddedHolders
Q3 20236,755$305.2K<0.1%+1,243+22.6%AddedHolders
Q2 20235,512$312.7K<0.1%+477+9.5%AddedHolders
Q1 20235,035$271.9K<0.1%+532+11.8%AddedHolders
Q4 20224,503$234.9K<0.1%+1,504+50.2%AddedHolders
Q3 20222,999$206.0K<0.1%−7,844−72.3%ReducedHolders
Q2 202210,843$861.0K0.1%+8,447+352.5%AddedHolders
Q1 20222,396$234.0K<0.1%+53+2.3%AddedHolders
Q4 20212,343$248.0K<0.1%−363−13.4%ReducedHolders
Q3 20212,706$226.0K<0.1%+2,706NewHolders