Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,030,410
+$2,403,631 QoQ
Shares Held
16,673
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#864
of 2,471 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $20,969,782 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (24.0% of the industry book) .
All Filings in KLAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,030,410 | 16,673 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,626,779 | 1,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,187,144 | 1,800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,837,934 | 1,704 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,418,852 | 1,584 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,448,653 | 2,131 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,395,715 | 2,215 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,642,523 | 2,121 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,818,044 | 2,205 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,555,016 | 2,226 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||