Position in KLAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,703
+$244,582 QoQ
Shares Held
12,683
+1269.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 212 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAR Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. KLAR ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in KLAR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,703 | 12,683 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,121 | 926 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $20,265 | 701 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||