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Disclosery

Sienna Gestion: LRCX position timeline

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

Sienna Gestion held 49,012 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 49,012 shares
    Change vs previous 13F -2,722 shares

    1.19% of the 13F portfolio, value $20,364,321.

    13F-HR 0000945621-26-001042 filed by Sienna Gestion
    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 51,734 shares
    Change vs previous 13F -64,086 shares

    0.68% of the 13F portfolio, value $10,419,407.

    13F-HR 0000945621-26-000712 filed by Sienna Gestion
    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 115,820 shares
    Change vs previous 13F -12,840 shares

    1.19% of the 13F portfolio, value $20,027,064.

    13F-HR 0000945621-26-000314 filed by Sienna Gestion
    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 128,660 shares
    Change vs previous 13F +43,990 shares

    1.1% of the 13F portfolio, value $15,707,149.

    13F-HR 0000945621-25-001073 filed by Sienna Gestion
    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 84,670 shares
    Change vs previous 13F +7,141 shares

    0.52% of the 13F portfolio, value $7,524,643.

    13F-HR 0000945621-25-000651 filed by Sienna Gestion
    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 77,529 shares
    Change vs previous 13F -9,941 shares

    0.44% of the 13F portfolio, value $5,478,778.

    13F-HR 0000945621-25-000460 filed by Sienna Gestion
    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 87,470 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,317,043.

    13F-HR 0000945621-25-000148 filed by Sienna Gestion
    Filed (acceptance time not in the bulk data set), ingested

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