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Disclosery

HB Wealth Management, LLC: LRCX position timeline

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

HB Wealth Management, LLC held 106,838 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,838 shares
    Change vs previous 13F -7,369 shares

    0.26% of the 13F portfolio, value $46,296,218.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 114,207 shares
    Change vs previous 13F -7,785 shares

    0.16% of the 13F portfolio, value $24,401,574.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 121,992 shares
    Change vs previous 13F -2,007 shares

    0.14% of the 13F portfolio, value $20,882,721.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 123,999 shares
    Change vs previous 13F +425 shares

    0.11% of the 13F portfolio, value $16,603,539.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 123,574 shares
    Change vs previous 13F +10,352 shares

    0.1% of the 13F portfolio, value $12,028,712.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 113,222 shares
    Change vs previous 13F +9,717 shares

    0.07% of the 13F portfolio, value $8,231,278.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 103,505 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,476,216.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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