Position in KLAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$363,560
+$89,692 QoQ
Shares Held
1,205
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,917
of 2,471 holders
Holding Since
Dec 2023
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, 2026Dynamic Wealth Strategies, LLC holds $1,004,645 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (36.2% 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 | $363,560 | 1,205 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $273,868 | 186 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $235,725 | 194 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $246,999 | 229 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $231,996 | 259 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $192,383 | 283 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $229,225 | 296 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,230 | 295 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $206,078 | 295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $172,646 | 297 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||