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Ascentis Wealth Management, LLC: LRCX position timeline

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

Ascentis Wealth Management, LLC held 695 LRCX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 695 shares
    Change vs previous 13F -6,297 shares

    0.05% of the 13F portfolio, value $301,147.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 695 shares

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

  2. period ended2026-03-31
    13F 6,992 shares
    Change vs previous 13F +2,700 shares

    0.08% of the 13F portfolio, value $1,494,029.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,104 shares
    • Ascentis Wealth Management, LLC: 888 shares

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

  3. period ended2025-12-31
    13F 4,292 shares
    Change vs previous 13F +1,575 shares

    0.07% of the 13F portfolio, value $734,740.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,160 shares
    • Ascentis Wealth Management, LLC: 132 shares

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

  4. period ended2025-09-30
    13F 2,717 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $363,785.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,588 shares
    • Ascentis Wealth Management, LLC: 129 shares

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

  5. period ended2025-06-30
    13F 2,417 shares
    Change vs previous 13F -765 shares

    0.02% of the 13F portfolio, value $235,280.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,413 shares
    • Ascentis Wealth Management, LLC: 4 shares

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

  6. period ended2025-03-31
    13F 3,182 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $231,351.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 2,872 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $207,445.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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