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Disclosery

Westerkirk Capital Inc.: LRCX position timeline

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

Westerkirk Capital Inc. held 69,320 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,320 shares
    Change vs previous 13F +300 shares

    2.89% of the 13F portfolio, value $30,038,436.

    13F-HR 0002080423-26-000006 filed by Westerkirk Capital Inc.
    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 69,020 shares
    Change vs previous 13F -4,300 shares

    1.59% of the 13F portfolio, value $14,746,813.

    13F-HR 0002080423-26-000004 filed by Westerkirk Capital Inc.
    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 73,320 shares
    Change vs previous 13F +30,200 shares

    1.22% of the 13F portfolio, value $12,550,918.

    13F-HR 0002080423-26-000002 filed by Westerkirk Capital Inc.
    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 43,120 shares
    Change vs previous 13F -4,497 shares

    0.66% of the 13F portfolio, value $5,773,768.

    13F-HR 0002080423-25-000006 filed by Westerkirk Capital Inc.
    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 47,617 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,635,039.

    13F-HR 0002080423-25-000002 filed by Westerkirk Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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