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Disclosery

PLANNING ALTERNATIVES LTD /ADV: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on LRCX, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 7,747 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,747 shares
    Change vs previous 13F +212 shares

    0.36% of the 13F portfolio, value $3,357,008.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 7,535 shares
    Change vs previous 13F +444 shares

    0.21% of the 13F portfolio, value $1,609,929.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 7,091 shares
    Change vs previous 13F +84 shares

    0.15% of the 13F portfolio, value $1,213,838.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 7,007 shares
    Change vs previous 13F +355 shares

    0.12% of the 13F portfolio, value $938,238.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 6,652 shares
    Change vs previous 13F +802 shares

    0.09% of the 13F portfolio, value $647,506.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 5,850 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $425,295.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 5,850 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $422,546.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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