Alta Wealth Advisors LLC: KLAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on KLAC, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 18,734 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 18,734 sharesChange vs previous 13F +16,840 shares
1.53% of the 13F portfolio, value $5,652,143.
13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,894 sharesChange vs previous 13F -11 shares
0.91% of the 13F portfolio, value $2,789,179.
13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,905 sharesChange vs previous 13F -14 shares
0.77% of the 13F portfolio, value $2,314,970.
13F-HR 0002085853-26-000178 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,919 sharesChange vs previous 13F 0 shares
0.74% of the 13F portfolio, value $2,069,928.
13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,919 sharesChange vs previous 13F +78 shares
0.81% of the 13F portfolio, value $1,718,969.
13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,841 sharesChange vs previous 13F +7 shares
0.57% of the 13F portfolio, value $1,251,529.
13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,834 sharesChange vs previous 13F +65 shares
0.51% of the 13F portfolio, value $1,155,638.
13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,769 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $1,369,934.
13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).