Skip to content
Disclosery

Williams & Novak Wealth Management, LLC: LRCX position timeline

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

Williams & Novak Wealth Management, LLC held 4,055 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,055 shares
    Change vs previous 13F +44 shares

    0.8% of the 13F portfolio, value $1,332,108.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,011 shares
    Change vs previous 13F +42 shares

    1.16% of the 13F portfolio, value $1,738,087.

    13F-HR 0001998419-26-000003 filed by Williams & Novak 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 ended2026-03-31
    13F 3,969 shares
    Change vs previous 13F +106 shares

    0.66% of the 13F portfolio, value $881,080.

    13F-HR 0001998419-26-000002 filed by Williams & Novak 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 ended2025-12-31
    13F 3,863 shares
    Change vs previous 13F +113 shares

    0.5% of the 13F portfolio, value $661,268.

    13F-HR 0001998419-26-000001 filed by Williams & Novak 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 ended2025-09-30
    13F 3,750 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $502,125.

    13F-HR 0001998419-25-000004 filed by Williams & Novak 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 ended2025-06-30
    13F 3,750 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $365,025.

    13F-HR 0001085146-25-004144 filed by Williams & Novak 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 ended2025-03-31
    13F 3,750 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $273,113.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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