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Disclosery

SEVEN MILE ADVISORY: LRCX position timeline

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

SEVEN MILE ADVISORY held 2,757 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,757 shares
    Change vs previous 13F -112 shares

    0.8% of the 13F portfolio, value $1,195,408.

    13F-HR 0001172661-26-003372 filed by SEVEN MILE ADVISORY
    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 2,869 shares
    Change vs previous 13F -1,453 shares

    0.44% of the 13F portfolio, value $612,991.

    13F-HR 0001987932-26-000002 filed by SEVEN MILE ADVISORY
    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 4,322 shares
    Change vs previous 13F -824 shares

    0.13% of the 13F portfolio, value $739,888.

    13F-HR 0001987932-26-000001 filed by SEVEN MILE ADVISORY
    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 5,146 shares
    Change vs previous 13F +1,628 shares

    0.11% of the 13F portfolio, value $689,087.

    13F-HR 0001987932-25-000006 filed by SEVEN MILE ADVISORY
    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 3,518 shares
    Change vs previous 13F -556 shares

    0.21% of the 13F portfolio, value $342,442.

    13F-HR 0001987932-25-000004 filed by SEVEN MILE ADVISORY
    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 4,074 shares
    Change vs previous 13F +483 shares

    0.2% of the 13F portfolio, value $296,180.

    13F-HR 0001982776-25-000005 filed by SEVEN MILE ADVISORY
    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 3,591 shares
    Change vs previous 13F +3,208 shares

    0.17% of the 13F portfolio, value $259,378.

    13F-HR 0001987932-25-000001 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 383 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $312,559.

    13F-HR 0001987932-24-000005 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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