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Van Hulzen Asset Management, LLC: LRCX position timeline

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

Van Hulzen Asset Management, LLC held 72,928 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 72,928 shares
    Change vs previous 13F -1,697 shares

    2.25% of the 13F portfolio, value $31,601,949.

    13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, 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 74,625 shares
    Change vs previous 13F -2,933 shares

    1.18% of the 13F portfolio, value $15,944,378.

    13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, 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 77,558 shares
    Change vs previous 13F -81,876 shares

    0.97% of the 13F portfolio, value $13,276,303.

    13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, 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 159,434 shares
    Change vs previous 13F +491 shares

    1.59% of the 13F portfolio, value $21,348,213.

    13F-HR 0001765380-25-000494 filed by Van Hulzen Asset Management, 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 158,943 shares
    Change vs previous 13F +102,553 shares

    1.29% of the 13F portfolio, value $15,471,512.

    13F-HR 0001765380-25-000369 filed by Van Hulzen Asset Management, 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 56,390 shares
    Change vs previous 13F -800 shares

    0.37% of the 13F portfolio, value $4,099,553.

    13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
    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 57,190 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,130,834.

    13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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