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AE Wealth Management LLC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LRCX, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 196,200 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,200 shares
    Change vs previous 13F -49,463 shares

    0.4% of the 13F portfolio, value $85,018,578.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 245,663 shares
    Change vs previous 13F +45,957 shares

    0.28% of the 13F portfolio, value $52,488,546.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 199,706 shares
    Change vs previous 13F +143,739 shares

    0.2% of the 13F portfolio, value $34,185,595.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,967 shares
    Change vs previous 13F +11,777 shares

    0.05% of the 13F portfolio, value $7,494,091.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,190 shares
    Change vs previous 13F +7,118 shares

    0.03% of the 13F portfolio, value $4,301,486.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,072 shares
    Change vs previous 13F +12,055 shares

    0.02% of the 13F portfolio, value $2,695,132.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,017 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,807,031.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).