Holistic Financial Partners: LRCX position timeline

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

Holistic Financial Partners held 672 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 672 shares
Change vs previous 13F -324 shares
0.18% of the 13F portfolio, value $291,198.
13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 996 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $212,806.
13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).