Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,779,991
+$2,247,446 QoQ
Shares Held
15,843
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#880
of 2,471 holders
Holding Since
Sep 2025
4 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, 202644 WEALTH MANAGEMENT LLC holds $7,760,769 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (61.6% of the industry book) .
All Filings in KLAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,779,991 | 15,843 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,532,545 | 1,720 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,160,412 | 1,778 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,925,301 | 1,785 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||