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True North Advisors, LLC: LRCX position timeline

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

True North Advisors, LLC held 14,675 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,675 shares
    Change vs previous 13F -1,426 shares

    0.61% of the 13F portfolio, value $6,359,270.

    13F-HR 0001172661-26-002749 filed by True North 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 16,101 shares
    Change vs previous 13F -4,422 shares

    0.39% of the 13F portfolio, value $3,440,114.

    13F-HR 0001172661-26-001614 filed by True North 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 20,523 shares
    Change vs previous 13F -12,160 shares

    0.45% of the 13F portfolio, value $3,513,141.

    13F-HR 0001172661-26-000255 filed by True North 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 32,683 shares
    Change vs previous 13F +1,541 shares

    0.69% of the 13F portfolio, value $4,376,260.

    13F-HR 0001172661-25-004287 filed by True North 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 31,142 shares
    Change vs previous 13F -3,522 shares

    0.58% of the 13F portfolio, value $3,031,362.

    13F-HR 0001172661-25-002616 filed by True North Advisors, LLC
    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 34,664 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,520,073.

    13F-HR 0001172661-25-001678 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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