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B. Riley Wealth Advisors, Inc.: LRCX position timeline

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

B. Riley Wealth Advisors, Inc. held 64,609 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,609 shares
    Change vs previous 13F +47,055 shares

    0.84% of the 13F portfolio, value $21,224,767.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,554 shares
    Change vs previous 13F -508 shares

    0.39% of the 13F portfolio, value $7,212,955.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,062 shares
    Change vs previous 13F -56,256 shares

    0.23% of the 13F portfolio, value $3,611,105.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 74,318 shares
    Change vs previous 13F -6,146 shares

    0.6% of the 13F portfolio, value $12,721,755.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 80,464 shares
    Change vs previous 13F +1,182 shares

    0.52% of the 13F portfolio, value $10,774,128.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,282 shares
    Change vs previous 13F -14,590 shares

    0.37% of the 13F portfolio, value $7,717,360.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 93,872 shares
    Change vs previous 13F +6,976 shares

    0.21% of the 13F portfolio, value $6,824,501.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 86,896 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,296,483.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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