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Insight Wealth Strategies, LLC: LRCX position timeline

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

Insight Wealth Strategies, LLC held 61,398 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,398 shares
    Change vs previous 13F +592 shares

    2% of the 13F portfolio, value $20,169,772.

    13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,806 shares
    Change vs previous 13F -8,362 shares

    2.32% of the 13F portfolio, value $23,790,776.

    13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, 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 69,168 shares
    Change vs previous 13F -16,054 shares

    1.65% of the 13F portfolio, value $14,778,443.

    13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, 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 85,222 shares
    Change vs previous 13F -14,156 shares

    1.67% of the 13F portfolio, value $14,588,275.

    13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, 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 99,378 shares
    Change vs previous 13F -8,175 shares

    1.57% of the 13F portfolio, value $13,306,730.

    13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, 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 107,553 shares
    Change vs previous 13F +1,782 shares

    1.32% of the 13F portfolio, value $10,412,174.

    13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, 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 105,771 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,689,556.

    13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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