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Disclosery

Four Tree Island Advisory LLC: LRCX position timeline

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

Four Tree Island Advisory LLC held 227,800 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,800 shares
    Change vs previous 13F -500 shares

    32.55% of the 13F portfolio, value $98,712,574.

    13F-HR 0002048142-26-000003 filed by Four Tree Island Advisory 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 228,300 shares
    Change vs previous 13F -770 shares

    24.62% of the 13F portfolio, value $48,778,578.

    13F-HR 0002048142-26-000002 filed by Four Tree Island Advisory 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 229,070 shares
    Change vs previous 13F -5,472 shares

    21.64% of the 13F portfolio, value $39,212,203.

    13F-HR 0002048142-26-000001 filed by Four Tree Island Advisory 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 234,542 shares
    Change vs previous 13F -2 shares

    18.45% of the 13F portfolio, value $28,941,846.

    13F-HR 0002048142-25-000003 filed by Four Tree Island Advisory 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 234,544 shares
    Change vs previous 13F -20,822 shares

    16.06% of the 13F portfolio, value $22,830,513.

    13F-HR 0001085146-25-005033 filed by Four Tree Island Advisory LLC
    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 255,366 shares
    Change vs previous 13F +11,217 shares

    13.04% of the 13F portfolio, value $18,565,108.

    13F-HR 0001085146-25-002619 filed by Four Tree Island Advisory LLC
    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 244,149 shares
    Change vs previous 13F not available

    12.18% of the 13F portfolio, value $17,634,882.

    13F-HR 0001085146-25-000581 filed by Four Tree Island Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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