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Regent Peak Wealth Advisors LLC: LRCX position timeline

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

Regent Peak Wealth Advisors LLC held 3,406 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,406 shares
    Change vs previous 13F +75 shares

    0.19% of the 13F portfolio, value $1,118,912.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,331 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $1,443,422.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,325 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $710,420.

    13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,294 shares
    Change vs previous 13F +165 shares

    0.11% of the 13F portfolio, value $563,867.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,129 shares
    Change vs previous 13F +58 shares

    0.08% of the 13F portfolio, value $418,973.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors 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 3,071 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $223,262.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors 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/A 3,106 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,346.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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