Alteri Wealth LLC: KLAC position timeline

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

Alteri Wealth LLC held 1,403 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 1,403 shares
Change vs previous 13F +1,263 shares
0.12% of the 13F portfolio, value $423,327.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed 2026-07-29 (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).
period ended2026-03-31
13F 140 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $206,272.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed 2026-05-06 (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).