Position in KLAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$353,302
+$142,748 QoQ
Shares Held
1,171
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,936
of 2,471 holders
Holding Since
Dec 2020
20 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, 2026SOA Wealth Advisors, LLC. holds $50,163,725 across 5 Semiconductor Equipment & Materials names. KLAC ranks #3 (0.7% of the industry book) .
All Filings in KLAC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,302 | 1,171 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $210,554 | 143 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $189,552 | 156 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $168,261 | 156 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $64,493 | 72 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $679 | 1 | Shares | Sole | 2025-04-14 | |
| 2024-06-30 | $824 | 1 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $698 | 1 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $458 | 1 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $485 | 1 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $399 | 1 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $377 | 1 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $907 | 3 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $957 | 3 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,294 | 9 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,870 | 9 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,010 | 9 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,917 | 9 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $660 | 2 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $258 | 1 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||