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Disclosery

Bogart Wealth, LLC: KLAC position timeline

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

Bogart Wealth, LLC held 31,849 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,849 shares
    Change vs previous 13F +27,049 shares

    0.33% of the 13F portfolio, value $9,609,085.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 4,800 shares
    Change vs previous 13F -91 shares

    0.27% of the 13F portfolio, value $7,067,140.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 4,891 shares
    Change vs previous 13F -107 shares

    0.24% of the 13F portfolio, value $5,942,529.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 4,998 shares
    Change vs previous 13F +84 shares

    0.22% of the 13F portfolio, value $5,390,389.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 4,914 shares
    Change vs previous 13F -1,147 shares

    0.19% of the 13F portfolio, value $4,402,097.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 6,061 shares
    Change vs previous 13F -50 shares

    0.19% of the 13F portfolio, value $4,120,514.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 6,111 shares
    Change vs previous 13F +976 shares

    0.18% of the 13F portfolio, value $3,850,818.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 5,135 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,976,692.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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