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SEIZERT CAPITAL PARTNERS, LLC: LRCX position timeline

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

SEIZERT CAPITAL PARTNERS, LLC held 32,070 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,070 shares
    Change vs previous 13F -4,524 shares

    0.57% of the 13F portfolio, value $13,896,893.

    13F-HR 0001134283-26-000007 filed by SEIZERT CAPITAL 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 36,594 shares
    Change vs previous 13F -10,583 shares

    0.36% of the 13F portfolio, value $7,818,674.

    13F-HR 0001134283-26-000005 filed by SEIZERT CAPITAL 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 47,177 shares
    Change vs previous 13F -31,539 shares

    0.34% of the 13F portfolio, value $8,075,759.

    13F-HR 0001134283-26-000003 filed by SEIZERT CAPITAL 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 78,716 shares
    Change vs previous 13F -39,475 shares

    0.46% of the 13F portfolio, value $10,540,072.

    13F-HR 0001420506-25-002932 filed by SEIZERT CAPITAL 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 118,191 shares
    Change vs previous 13F +22,305 shares

    0.51% of the 13F portfolio, value $11,504,712.

    13F-HR 0001420506-25-001820 filed by SEIZERT CAPITAL 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 95,886 shares
    Change vs previous 13F -334 shares

    0.32% of the 13F portfolio, value $6,970,912.

    13F-HR 0001420506-25-000931 filed by SEIZERT CAPITAL 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 96,220 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,949,971.

    13F-HR 0001420506-25-000171 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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