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Disclosery

Whelan Financial: LRCX position timeline

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

Whelan Financial held 2,877 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,877 shares
    Change vs previous 13F -8 shares

    0.34% of the 13F portfolio, value $1,246,690.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 2,885 shares
    Change vs previous 13F -428 shares

    0.19% of the 13F portfolio, value $616,409.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 3,313 shares
    Change vs previous 13F +128 shares

    0.18% of the 13F portfolio, value $567,119.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 3,185 shares
    Change vs previous 13F -514 shares

    0.14% of the 13F portfolio, value $426,472.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 3,699 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $360,061.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 3,944 shares
    Change vs previous 13F +425 shares

    0.11% of the 13F portfolio, value $286,729.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 3,519 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $254,177.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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