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Disclosery

Naviter Wealth, LLC: LRCX position timeline

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

Naviter Wealth, LLC held 10,061 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,061 shares
    Change vs previous 13F +988 shares

    0.4% of the 13F portfolio, value $4,362,335.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 9,073 shares
    Change vs previous 13F +929 shares

    0.24% of the 13F portfolio, value $1,940,880.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 8,144 shares
    Change vs previous 13F -92 shares

    0.18% of the 13F portfolio, value $1,396,207.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 8,236 shares
    Change vs previous 13F +46 shares

    0.13% of the 13F portfolio, value $1,104,942.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 8,190 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $799,098.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 8,200 shares
    Change vs previous 13F +102 shares

    0.07% of the 13F portfolio, value $597,265.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
    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 8,098 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $586,781.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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