BetterWealth, LLC: KLAC position timeline

BetterWealth, LLC held 2,687 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,687 shares

   Change vs previous 13F +2,419 shares

   0.14% of the 13F portfolio, value $810,603.

   13F-HR 0002085853-26-000799 filed by BetterWealth, LLC
   Filed 2026-07-22 (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).

2. period ended2026-03-31

   13F 268 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $394,157.

   13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
   Filed 2026-04-24 (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).

3. period ended2025-12-31

   13F 268 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $325,271.

   13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 268 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $288,736.

   13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 268 shares

   Change vs previous 13F -184 shares

   0.06% of the 13F portfolio, value $239,785.

   13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 452 shares

   Change vs previous 13F -69 shares

   0.09% of the 13F portfolio, value $307,062.

   13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 521 shares

   Change vs previous 13F +1 shares

   0.09% of the 13F portfolio, value $328,100.

   13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 520 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $402,564.

   13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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