Larry Mathis Financial Planning, LLC: LRCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larry Mathis Financial Planning, LLC on LRCX, newest first. How the timeline and the estimate are built.
Larry Mathis Financial Planning, LLC held 1,221 LRCX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F/A 1,221 sharesChange vs previous 13F -397 shares
0.4% of the 13F portfolio, value $529,096.
13F-HR/A 0001754960-26-000632 filed by Larry Mathis Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,618 sharesChange vs previous 13F -636 shares
0.31% of the 13F portfolio, value $345,702.
13F-HR 0001754960-26-000292 filed by Larry Mathis Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,254 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $385,840.
13F-HR 0001754960-26-000194 filed by Larry Mathis Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).