ACCESS FINANCIAL SERVICES, INC.: KLAC position timeline

ACCESS FINANCIAL SERVICES, INC. held 7,310 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,310 shares

   Change vs previous 13F +6,565 shares

   0.72% of the 13F portfolio, value $2,205,500.

   13F-HR 0001699622-26-000005 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 745 shares

   Change vs previous 13F -14 shares

   0.39% of the 13F portfolio, value $1,096,945.

   13F-HR 0001699622-26-000002 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 759 shares

   Change vs previous 13F -2 shares

   0.34% of the 13F portfolio, value $922,246.

   13F-HR 0001699622-26-000001 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 761 shares

   Change vs previous 13F -2 shares

   0.3% of the 13F portfolio, value $820,815.

   13F-HR 0001699622-25-000002 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 763 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $683,450.

   13F-HR 0001085146-25-003978 filed by ACCESS FINANCIAL SERVICES, INC.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).