Position in KLAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500,838
+$256,418 QoQ
Shares Held
1,660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,759
of 2,471 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,713,581 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (29.2% of the industry book) .
All Filings in KLAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,838 | 1,660 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $244,420 | 166 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $201,703 | 166 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $179,047 | 166 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $148,692 | 166 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $112,846 | 166 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $104,599 | 166 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||