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Legacy Wealth Management, LLC / MS: LRCX position timeline

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

Legacy Wealth Management, LLC / MS held 3,104 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,104 shares
    Change vs previous 13F +1,224 shares

    0.35% of the 13F portfolio, value $1,345,033.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 1,880 shares
    Change vs previous 13F +1,880 shares

    0.11% of the 13F portfolio, value $401,723.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,980 shares

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 3,980 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $289,346.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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