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Disclosery

LEUTHOLD GROUP, LLC: LRCX position timeline

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

LEUTHOLD GROUP, LLC held 19,702 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,702 shares
    Change vs previous 13F -1,055 shares

    0.86% of the 13F portfolio, value $8,537,468.

    13F-HR 0000897069-26-001570 filed by LEUTHOLD GROUP, 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 20,757 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,434,941.

    13F-HR 0000897069-26-001031 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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