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Disclosery

Root Financial Partners, LLC: LRCX position timeline

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

Root Financial Partners, LLC held 7,003 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,003 shares
    Change vs previous 13F +127 shares

    0.12% of the 13F portfolio, value $3,034,730.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 6,876 shares
    Change vs previous 13F -861 shares

    0.07% of the 13F portfolio, value $1,469,180.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 7,737 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $1,324,459.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 7,671 shares
    Change vs previous 13F -165 shares

    0.06% of the 13F portfolio, value $1,027,173.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 7,836 shares
    Change vs previous 13F +365 shares

    0.07% of the 13F portfolio, value $762,756.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 7,471 shares
    Change vs previous 13F -3,837 shares

    0.06% of the 13F portfolio, value $543,158.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 11,308 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $816,782.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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