SEC 13F Intelligence

Williamson Legacy Group, LLC / LITE

Williamson Legacy Group, LLC’s Lumentum Hldgs Inc Position

Does Williamson Legacy Group, LLC own Lumentum Hldgs Inc (LITE)? Yes11.3K shares worth $8M (+5.95% of its 13F portfolio) as of Q1 2026, down from 15.4K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
11.3K
% of Portfolio
+5.95%
Quarters Held
3
currently held

Position History LITE

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$8M+5.95%
Q4 202515.4K$6M+4.44%
Q3 202514.9K$2M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Williamson Legacy Group, LLC’s full portfolio or all institutional holders of LITE.