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Disclosery

SMART Wealth LLC: LRCX position timeline

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

SMART Wealth LLC held 2,383 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,383 shares
    Change vs previous 13F -341 shares

    0.22% of the 13F portfolio, value $1,032,521.

    13F-HR 0001214659-26-009678 filed by SMART Wealth 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 2,724 shares
    Change vs previous 13F +348 shares

    0.17% of the 13F portfolio, value $582,112.

    13F-HR 0001214659-26-004993 filed by SMART Wealth 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 2,376 shares
    Change vs previous 13F -6,561 shares

    0.12% of the 13F portfolio, value $406,647.

    13F-HR 0001214659-26-000820 filed by SMART Wealth 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 8,937 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,196,706.

    13F-HR 0001214659-25-016070 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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