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Disclosery

Concord Wealth Partners: LRCX position timeline

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

Concord Wealth Partners held 31,560 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,560 shares
    Change vs previous 13F -2,852 shares

    0.9% of the 13F portfolio, value $13,675,740.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 16,017 shares
    • Concord Asset Management, LLC/VA: 15,543 shares

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

  2. period ended2026-03-31
    13F 34,412 shares
    Change vs previous 13F +449 shares

    0.54% of the 13F portfolio, value $7,352,389.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,281 shares
    • Concord Asset Management, LLC/VA: 17,131 shares

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

  3. period ended2025-12-31
    13F 33,963 shares
    Change vs previous 13F -346 shares

    0.43% of the 13F portfolio, value $5,813,722.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,075 shares
    • Concord Asset Management, LLC/VA: 16,888 shares

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

  4. period ended2025-09-30
    13F 34,309 shares
    Change vs previous 13F -695 shares

    0.36% of the 13F portfolio, value $4,593,965.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,055 shares
    • Concord Asset Management, LLC/VA: 17,254 shares

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

  5. period ended2025-06-30
    13F 35,004 shares
    Change vs previous 13F +2,843 shares

    0.25% of the 13F portfolio, value $3,407,352.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,502 shares
    • Concord Asset Management, LLC/VA: 17,502 shares

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

  6. period ended2025-03-31
    13F 32,161 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,244,278.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 16,438 shares
    • Concord Asset Management, LLC/VA: 15,723 shares

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