Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$377,137
+$193,086 QoQ
Shares Held
1,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,897
of 2,471 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $5,562,606 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (6.8% of the industry book) .
All Filings in KLAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,137 | 1,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $184,051 | 125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $151,885 | 125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $134,825 | 125 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $111,967 | 125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $84,975 | 125 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $78,765 | 125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $96,801 | 125 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $103,063 | 125 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $87,321 | 125 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $72,662 | 125 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $57,332 | 125 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $60,627 | 125 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $49,896 | 125 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $47,128 | 125 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $37,828 | 125 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $39,885 | 125 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||