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Invera Wealth Advisors, LLC

SEC CIK
0001976780
Latest filing
Jul 29, 2026

LRCX holding history

Lam Research Corp in every 13F filed by Invera Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings

Shares (Q2 2026)
10,952
Value
$4.75M
% of portfolio
2.5%
Quarters held
7
Since Q4 2023
Holdings of LRCX by Invera Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,952$4.75M2.5%−7,952−42.1%ReducedHolders
Q1 202618,904$4.04M2.6%−1,100−5.5%ReducedHolders
Q4 202520,004$3.42M2.2%−2,108−9.5%ReducedHolders
Q3 202522,112$2.96M1.8%−901−3.9%ReducedHolders
Q2 202523,013$2.24M1.5%−354−1.5%ReducedHolders
Q1 202523,367$1.70M1.1%+23,367NewHolders
Q1 20240$00.0%−2,434−100.0%Sold outHolders
Q4 20232,434$1.91M1.2%–No prior filingHolders