Level Four Advisory Services’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.36M Buy
1,931
+967
+100% +$531K 0.04% 366
2025
Q4
$355K Buy
+964
New +$248K 0.01% 645

Other funds holding LITE

Level Four Advisory Services's LITE Position: Q1 2026 in Review

Level Four Advisory Services increased its Lumentum (LITE) stake by 100% in Q1 2026, buying an estimated $531K and bringing the position to 1,931 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #366.

Level Four Advisory Services first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Level Four Advisory Services held 1,931 shares of Lumentum worth $1.36M as of Q1 2026.
  • Level Four Advisory Services bought 967 Lumentum shares in Q1 2026, an estimated $531K.
  • Lumentum made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #366 holding.
  • Level Four Advisory Services first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.