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Disclosery

BDF-GESTION: LRCX position timeline

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

BDF-GESTION held 20,954 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,954 shares
    Change vs previous 13F -11,008 shares

    0.13% of the 13F portfolio, value $981,608.

    13F-HR 0001632812-26-000019 filed by BDF-GESTION
    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 31,962 shares
    Change vs previous 13F +7,264 shares

    0.91% of the 13F portfolio, value $6,829,001.

    13F-HR 0001632812-26-000002 filed by BDF-GESTION
    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 24,698 shares
    Change vs previous 13F -1,646 shares

    0.52% of the 13F portfolio, value $4,227,804.

    13F-HR 0001632812-26-000001 filed by BDF-GESTION
    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 26,344 shares
    Change vs previous 13F -3,810 shares

    0.42% of the 13F portfolio, value $3,527,462.

    13F-HR 0001632812-25-000009 filed by BDF-GESTION
    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 30,154 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,935,190.

    13F-HR 0001632812-25-000006 filed by BDF-GESTION
    Filed (acceptance time not in the bulk data set), ingested

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