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AE Wealth Management LLC: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on KLAC, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 42,234 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,234 shares
    Change vs previous 13F +34,968 shares

    0.06% of the 13F portfolio, value $12,742,784.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,266 shares
    Change vs previous 13F +1,322 shares

    0.06% of the 13F portfolio, value $10,701,853.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,944 shares
    Change vs previous 13F +2,720 shares

    0.04% of the 13F portfolio, value $7,224,994.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,224 shares
    Change vs previous 13F +686 shares

    0.02% of the 13F portfolio, value $3,479,172.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,538 shares
    Change vs previous 13F +346 shares

    0.02% of the 13F portfolio, value $2,274,698.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,192 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $1,490,961.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,662 shares
    Change vs previous 13F +456 shares

    0.01% of the 13F portfolio, value $1,047,304.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $934,373.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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