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Net Worth Advisory Group

SEC CIK
0001791998
Latest filing
Jul 13, 2026

LITE holding history

Lumentum Holdings Inc. in every 13F filed by Net Worth Advisory Group, 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 (Q2 2026)
2,445
Value
$2.10M
% of portfolio
0.5%
Quarters held
5
Since Q4 2024
Holdings of LITE by Net Worth Advisory Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,445$2.10M0.5%−259−9.6%ReducedHolders
Q1 20262,704$1.90M0.4%−1,032−27.6%ReducedHolders
Q4 20253,736$1.38M0.3%+1,954+109.7%AddedHolders
Q3 20251,782$289.9K0.1%+1,782NewHolders
Q1 20250$00.0%−2,462−100.0%Sold outHolders
Q4 20242,462$206.7K0.1%+2,462NewHolders