Wealth Group, Ltd.: LRCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Group, Ltd. on LRCX, newest first. How the timeline and the estimate are built.
Wealth Group, Ltd. held 6,730 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,730 sharesChange vs previous 13F +380 shares
0.73% of the 13F portfolio, value $2,916,000.
13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,350 sharesChange vs previous 13F 0 shares
1.27% of the 13F portfolio, value $1,357,000.
13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,350 sharesChange vs previous 13F -39 shares
1.06% of the 13F portfolio, value $1,087,000.
13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,389 sharesChange vs previous 13F +39 shares
0.62% of the 13F portfolio, value $622,000.
13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,350 sharesChange vs previous 13F -700 shares
0.3% of the 13F portfolio, value $462,000.
13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,050 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $509,000.
13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).