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Disclosery

IBEX WEALTH ADVISORS: LRCX position timeline

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

IBEX WEALTH ADVISORS held 42,175 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,175 shares
    Change vs previous 13F +2,319 shares

    1.43% of the 13F portfolio, value $18,275,650.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    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 39,856 shares
    Change vs previous 13F +22,903 shares

    0.79% of the 13F portfolio, value $8,515,618.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    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 16,953 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $2,901,953.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    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 16,949 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $2,269,523.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    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 16,950 shares
    Change vs previous 13F -64 shares

    0.18% of the 13F portfolio, value $1,649,935.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    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 17,014 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $1,236,921.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    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 17,008 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,228,514.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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