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B. Riley Wealth Advisors, Inc.: KLAC position timeline

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

B. Riley Wealth Advisors, Inc. held 15,252 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,252 shares
    Change vs previous 13F +7,790 shares

    0.12% of the 13F portfolio, value $2,973,035.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,462 shares
    Change vs previous 13F +6,766 shares

    0.11% of the 13F portfolio, value $2,077,365.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 696 shares
    Change vs previous 13F -944 shares

    0.06% of the 13F portfolio, value $961,874.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,640 shares
    Change vs previous 13F +73 shares

    0.09% of the 13F portfolio, value $1,992,549.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,567 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $1,689,762.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,636 shares
    Change vs previous 13F -84 shares

    0.07% of the 13F portfolio, value $1,465,822.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,720 shares
    Change vs previous 13F +542 shares

    0.04% of the 13F portfolio, value $1,168,930.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,178 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $742,316.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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