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Lumentum Hldgs shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Lumentum Hldgs held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 48 702.75
2025-12-31 $7.7k 21 368.57
2025-09-30 $651 4 162.75

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Lumentum Hldgs

FMR
BlackRock
Vanguard Group
Jane Street
Vanguard Capital Management
Vanguard Portfolio Management
Susquehanna International
Citadel Advisors
State Street Corporation
Geode Capital Management
UBS Group
Arrowstreet Capital, Limited Partnership
WT Asset Management
D. E. Shaw & Co
Capital World Investors

View all funds holding Lumentum Hldgs