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Disclosery

BSW Wealth Partners: KLAC position timeline

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

BSW Wealth Partners held 5,139 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,139 shares
    Change vs previous 13F +4,592 shares

    0.17% of the 13F portfolio, value $1,550,609.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 547 shares
    Change vs previous 13F -27 shares

    0.1% of the 13F portfolio, value $804,726.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 574 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $697,495.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 596 shares
    Change vs previous 13F +221 shares

    0.08% of the 13F portfolio, value $642,875.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 375 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $335,920.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 369 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $250,854.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 387 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $243,852.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $276,464.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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