Position in KLAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,230,070
+$839,882 QoQ
Shares Held
4,077
+53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,341
of 2,471 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $6,214,761 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (19.8% of the industry book) .
All Filings in KLAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,070 | 4,077 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $390,188 | 265 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $324,426 | 267 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $212,290 | 237 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $237,930 | 350 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $202,268 | 321 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||