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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

LITE holding history

Lumentum Holdings Inc. in every 13F filed by Portside Wealth Group, 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 (Q2 2026)
250
Value
$214.5K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of LITE by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$214.5K<0.1%+250NewHolders