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Disclosery

Venturi Wealth Management, LLC: LRCX position timeline

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

Venturi Wealth Management, LLC held 8,823 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,823 shares
    Change vs previous 13F -348 shares

    0.15% of the 13F portfolio, value $3,822,881.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth 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 9,171 shares
    Change vs previous 13F -4,804 shares

    0.09% of the 13F portfolio, value $1,959,282.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth 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 13,975 shares
    Change vs previous 13F +171 shares

    0.11% of the 13F portfolio, value $2,392,082.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth 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 13,804 shares
    Change vs previous 13F -3,066 shares

    0.09% of the 13F portfolio, value $1,848,226.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth 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 16,870 shares
    Change vs previous 13F -2,287 shares

    0.08% of the 13F portfolio, value $1,642,125.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth 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 19,157 shares
    Change vs previous 13F +2,632 shares

    0.07% of the 13F portfolio, value $1,392,710.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth 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 16,525 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,193,592.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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