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GoalVest Advisory LLC: LRCX position timeline

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

GoalVest Advisory LLC held 25,218 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,218 shares
    Change vs previous 13F +25,179 shares

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

  2. period ended2026-06-30
    13F 39 shares
    Change vs previous 13F -9,892 shares

    <0.01% of the 13F portfolio, value $16,900.

    13F-HR 0001839307-26-000011 filed by GoalVest 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 ended2026-03-31
    13F 9,931 shares
    Change vs previous 13F +31 shares

    0.41% of the 13F portfolio, value $2,121,857.

    13F-HR 0001839307-26-000002 filed by GoalVest 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 ended2025-12-31
    13F 9,900 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,694,682.

    13F-HR 0001839307-26-000001 filed by GoalVest 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 ended2025-09-30
    13F 9,900 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,325,610.

    13F-HR 0001839307-25-000008 filed by GoalVest 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 ended2025-06-30
    13F 9,900 shares
    Change vs previous 13F -170 shares

    0.24% of the 13F portfolio, value $963,666.

    13F-HR 0001839307-25-000003 filed by GoalVest 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 ended2025-03-31
    13F 10,070 shares
    Change vs previous 13F -780 shares

    0.2% of the 13F portfolio, value $732,089.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,850 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $783,696.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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