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Triasima Portfolio Management inc.: LRCX position timeline

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

Triasima Portfolio Management inc. held 25,293 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,293 shares
    Change vs previous 13F -3,570 shares

    1.48% of the 13F portfolio, value $10,960,215.

    13F-HR 0001938757-26-000008 filed by Triasima Portfolio Management inc.
    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 28,863 shares
    Change vs previous 13F +3,110 shares

    0.93% of the 13F portfolio, value $6,166,868.

    13F-HR 0001938757-26-000005 filed by Triasima Portfolio Management inc.
    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 25,753 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,408,398.

    13F-HR 0001938757-26-000002 filed by Triasima Portfolio Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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