Skip to content

Summit Trail Advisors, LLC: LRCX position timeline

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

Summit Trail Advisors, LLC held 50,141 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,141 shares
    Change vs previous 13F -2,451 shares

    0.27% of the 13F portfolio, value $21,727,767.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 52,592 shares
    Change vs previous 13F +10,060 shares

    0.16% of the 13F portfolio, value $11,236,883.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 42,532 shares
    Change vs previous 13F -5,989 shares

    0.13% of the 13F portfolio, value $7,291,245.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 48,521 shares
    Change vs previous 13F +9,558 shares

    0.09% of the 13F portfolio, value $6,509,120.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 38,963 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,802,142.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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