Position in KLAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$274,254
-$1,794,500 QoQ
Shares Held
909
-95.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,092
of 2,471 holders
Holding Since
Jun 2024
5 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, 2026Cyndeo Wealth Partners, LLC holds $16,592,033 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (1.7% of the industry book) .
All Filings in KLAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,254 | 909 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $2,068,754 | 1,918 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,701,906 | 1,900 | Shares | Sole | 2025-07-24 | |
| 2024-09-30 | $525,049 | 678 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $514,494 | 624 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||