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Cyndeo Wealth Partners, LLC: LRCX position timeline

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

Cyndeo Wealth Partners, LLC held 9,731 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,731 shares
    Change vs previous 13F +855 shares

    0.2% of the 13F portfolio, value $4,216,767.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
    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 8,876 shares
    Change vs previous 13F +5,338 shares

    0.1% of the 13F portfolio, value $1,896,451.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,538 shares
    Change vs previous 13F +1,501 shares

    0.03% of the 13F portfolio, value $605,638.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
    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 2,037 shares
    Change vs previous 13F -997 shares

    0.02% of the 13F portfolio, value $272,756.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
    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 3,034 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $295,330.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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