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Disclosery

Asio Capital, LLC: LRCX position timeline

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

Asio Capital, LLC held 18,614 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,614 shares
    Change vs previous 13F -7,615 shares

    1.03% of the 13F portfolio, value $8,066,005.

    13F-HR 0001803291-26-000003 filed by Asio Capital, 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 26,229 shares
    Change vs previous 13F -13,783 shares

    0.79% of the 13F portfolio, value $5,604,088.

    13F-HR 0001803291-26-000002 filed by Asio Capital, 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 40,012 shares
    Change vs previous 13F -449 shares

    0.97% of the 13F portfolio, value $6,849,254.

    13F-HR 0001803291-26-000001 filed by Asio Capital, 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 40,461 shares
    Change vs previous 13F +1,802 shares

    0.81% of the 13F portfolio, value $5,417,728.

    13F-HR 0001803291-25-000005 filed by Asio Capital, 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 38,659 shares
    Change vs previous 13F +8,689 shares

    0.63% of the 13F portfolio, value $3,763,067.

    13F-HR 0001803291-25-000003 filed by Asio Capital, 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 29,970 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,178,819.

    13F-HR 0001803291-25-000002 filed by Asio Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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