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MONTAG A & ASSOCIATES INC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on LRCX, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 28,111 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,111 shares
    Change vs previous 13F -2,291 shares

    0.51% of the 13F portfolio, value $12,188,061.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 30,402 shares
    Change vs previous 13F +1,224 shares

    0.3% of the 13F portfolio, value $6,502,447.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 29,178 shares
    Change vs previous 13F -22,466 shares

    0.23% of the 13F portfolio, value $5,004,297.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 51,644 shares
    Change vs previous 13F +843 shares

    0.32% of the 13F portfolio, value $6,928,059.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 50,801 shares
    Change vs previous 13F +9,968 shares

    0.24% of the 13F portfolio, value $4,956,202.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 40,833 shares
    Change vs previous 13F +23,035 shares

    0.15% of the 13F portfolio, value $2,977,709.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 17,798 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,289,573.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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