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Disclosery

Bristlecone Advisors, LLC: LRCX position timeline

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

Bristlecone Advisors, LLC held 39,304 LRCX shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 39,304 shares
    Change vs previous 13F -1,328 shares

    0.44% of the 13F portfolio, value $5,262,845.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 40,632 shares
    Change vs previous 13F -11,821 shares

    0.33% of the 13F portfolio, value $3,955,164.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 52,453 shares
    Change vs previous 13F -877 shares

    0.31% of the 13F portfolio, value $3,813,340.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 53,330 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,852,026.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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