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Compound Planning, Inc.: LRCX position timeline

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

Compound Planning, Inc. held 26,945 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,945 shares
    Change vs previous 13F +9,792 shares

    0.31% of the 13F portfolio, value $11,675,972.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 17,153 shares
    Change vs previous 13F +1,529 shares

    0.11% of the 13F portfolio, value $3,664,737.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 15,624 shares
    Change vs previous 13F +973 shares

    0.08% of the 13F portfolio, value $2,674,358.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,651 shares
    Change vs previous 13F +3,925 shares

    0.06% of the 13F portfolio, value $1,961,785.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,726 shares
    Change vs previous 13F -2,770 shares

    0.04% of the 13F portfolio, value $1,044,044.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,496 shares
    Change vs previous 13F +4,447 shares

    0.04% of the 13F portfolio, value $981,186.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,049 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $653,634.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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