Skip to content
Disclosery

Invera Wealth Advisors, LLC: LRCX position timeline

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

Invera Wealth Advisors, LLC held 10,952 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 10,952 shares
    Change vs previous 13F -7,952 shares

    2.55% of the 13F portfolio, value $4,745,830.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 18,904 shares
    Change vs previous 13F -1,100 shares

    2.59% of the 13F portfolio, value $4,039,029.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 20,004 shares
    Change vs previous 13F -2,108 shares

    2.16% of the 13F portfolio, value $3,424,285.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 22,112 shares
    Change vs previous 13F -901 shares

    1.82% of the 13F portfolio, value $2,960,797.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 23,013 shares
    Change vs previous 13F -354 shares

    1.46% of the 13F portfolio, value $2,240,085.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 23,367 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,698,781.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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