Capstone Financial Advisors, Inc.: LRCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on LRCX, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 5,710 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,710 sharesChange vs previous 13F +737 shares
0.12% of the 13F portfolio, value $2,474,155.
13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,973 sharesChange vs previous 13F +2,822 shares
0.06% of the 13F portfolio, value $1,062,572.
13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,151 sharesChange vs previous 13F -232 shares
0.02% of the 13F portfolio, value $368,148.
13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,383 sharesChange vs previous 13F +200 shares
0.02% of the 13F portfolio, value $319,134.
13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,183 sharesChange vs previous 13F -1,294 shares
0.01% of the 13F portfolio, value $212,496.
13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,477 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $252,811.
13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,477 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $251,144.
13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).