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Waverly Advisors, LLC: LRCX position timeline

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

Waverly Advisors, LLC held 93,909 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,909 shares
    Change vs previous 13F +65,089 shares

    0.24% of the 13F portfolio, value $40,693,484.

    13F-HR 0001398344-26-014582 filed by Waverly 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 28,820 shares
    Change vs previous 13F +5,617 shares

    0.05% of the 13F portfolio, value $6,157,682.

    13F-HR 0001398344-26-009223 filed by Waverly 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 23,203 shares
    Change vs previous 13F +14,597 shares

    0.03% of the 13F portfolio, value $3,971,793.

    13F-HR 0001398344-26-003224 filed by Waverly 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 8,606 shares
    Change vs previous 13F +1,157 shares

    0.01% of the 13F portfolio, value $1,152,383.

    13F-HR 0001398344-25-020944 filed by Waverly 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 7,449 shares
    Change vs previous 13F -484 shares

    0.01% of the 13F portfolio, value $725,087.

    13F-HR 0001398344-25-015429 filed by Waverly 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 7,933 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $576,750.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 7,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $523,857.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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