Position in KLAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,945,195
+$2,965,038 QoQ
Shares Held
19,705
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#808
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $25,887,425 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (23.0% 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 | $5,945,195 | 19,705 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,980,157 | 2,024 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,159,197 | 1,777 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,753,803 | 1,626 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,347,192 | 1,504 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $865,385 | 1,273 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $517,958 | 822 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||