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Disclosery

Fusion Capital, LLC: LRCX position timeline

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

Fusion Capital, LLC held 79,779 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,779 shares
    Change vs previous 13F -5,036 shares

    8.03% of the 13F portfolio, value $34,570,567.

    13F-HR 0001104659-26-091052 filed by Fusion Capital, 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 84,815 shares
    Change vs previous 13F -10,173 shares

    4.89% of the 13F portfolio, value $18,121,593.

    13F-HR 0001104659-26-060085 filed by Fusion Capital, 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 94,988 shares
    Change vs previous 13F -1,614 shares

    4.57% of the 13F portfolio, value $16,260,079.

    13F-HR 0001104659-26-010106 filed by Fusion Capital, 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 96,602 shares
    Change vs previous 13F -3,959 shares

    4.43% of the 13F portfolio, value $15,210,981.

    13F-HR 0001104659-25-106767 filed by Fusion Capital, 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 100,561 shares
    Change vs previous 13F +2,523 shares

    3.35% of the 13F portfolio, value $9,788,606.

    13F-HR 0001104659-25-075642 filed by Fusion Capital, 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 98,038 shares
    Change vs previous 13F +223 shares

    2.72% of the 13F portfolio, value $7,127,378.

    13F-HR 0001104659-25-049192 filed by Fusion Capital, 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 97,815 shares
    Change vs previous 13F +88,588 shares

    2.85% of the 13F portfolio, value $7,065,180.

    13F-HR 0001104659-25-009449 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,227 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $7,530,286.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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