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Disclosery

&PARTNERS: LRCX position timeline

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

&PARTNERS held 137,597 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,597 shares
    Change vs previous 13F +7,833 shares

    0.25% of the 13F portfolio, value $59,874,641.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 129,764 shares
    Change vs previous 13F +12,369 shares

    0.14% of the 13F portfolio, value $27,740,417.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 117,395 shares
    Change vs previous 13F +15,195 shares

    0.11% of the 13F portfolio, value $20,102,399.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 102,200 shares
    Change vs previous 13F +16,639 shares

    0.09% of the 13F portfolio, value $13,789,377.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 85,561 shares
    Change vs previous 13F +54,437 shares

    0.06% of the 13F portfolio, value $8,336,098.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 31,124 shares
    Change vs previous 13F +6,873 shares

    0.02% of the 13F portfolio, value $2,266,168.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 24,251 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,818,818.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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