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Disclosery

ORBA Wealth Advisors, L.L.C.: LRCX position timeline

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

ORBA Wealth Advisors, L.L.C. held 5,105 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,105 shares
    Change vs previous 13F -5,000 shares

    1.89% of the 13F portfolio, value $2,212,150.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 10,105 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $2,159,034.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 10,105 shares
    Change vs previous 13F -69 shares

    1.5% of the 13F portfolio, value $1,729,774.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 10,174 shares
    Change vs previous 13F +50 shares

    1.12% of the 13F portfolio, value $1,362,300.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 10,124 shares
    Change vs previous 13F +5,004 shares

    0.9% of the 13F portfolio, value $985,470.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 5,120 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $372,224.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 5,120 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $369,818.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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