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Disclosery

Breakwater Capital Group: LRCX position timeline

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

Breakwater Capital Group held 1,426 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,426 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $468,455.

    13F-HR 0001085146-26-000831 filed by Breakwater Capital Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,416 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $613,595.

    13F-HR 0001964309-26-000003 filed by Breakwater Capital Group
    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 1,461 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $312,157.

    13F-HR 0001964309-26-000002 filed by Breakwater Capital Group
    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 1,411 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $241,535.

    13F-HR 0001964309-26-000001 filed by Breakwater Capital Group
    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 1,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $209,018.

    13F-HR 0001964309-25-000004 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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