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Disclosery

Ascent Wealth Partners, LLC: KLAC position timeline

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

Ascent Wealth Partners, LLC held 36,361 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,361 shares
    Change vs previous 13F +32,801 shares

    1.1% of the 13F portfolio, value $10,970,477.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 3,560 shares
    Change vs previous 13F +144 shares

    0.61% of the 13F portfolio, value $5,241,780.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 3,416 shares
    Change vs previous 13F +37 shares

    0.48% of the 13F portfolio, value $4,150,713.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 3,379 shares
    Change vs previous 13F -1,142 shares

    0.42% of the 13F portfolio, value $3,644,589.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 4,521 shares
    Change vs previous 13F +48 shares

    0.5% of the 13F portfolio, value $4,049,641.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 4,473 shares
    Change vs previous 13F +3 shares

    0.41% of the 13F portfolio, value $3,040,745.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, 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 4,470 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $2,816,636.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, 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 4,466 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,458,515.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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