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Integrated Wealth Concepts LLC: LRCX position timeline

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

Integrated Wealth Concepts LLC held 63,727 LRCX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 63,727 shares
    Change vs previous 13F -5,061 shares

    0.18% of the 13F portfolio, value $27,614,845.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 68,788 shares
    Change vs previous 13F +49,278 shares

    0.12% of the 13F portfolio, value $14,697,268.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 19,510 shares
    Change vs previous 13F -30,158 shares

    0.04% of the 13F portfolio, value $3,339,755.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 49,668 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $6,650,571.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 49,638 shares
    Change vs previous 13F +4,656 shares

    0.05% of the 13F portfolio, value $4,831,801.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 44,982 shares
    Change vs previous 13F +2,116 shares

    0.04% of the 13F portfolio, value $3,270,206.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 42,866 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,096,191.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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