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Disclosery

Caldwell Trust Co: KLAC position timeline

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

Caldwell Trust Co held 8,276 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,276 shares
    Change vs previous 13F +7,453 shares

    0.2% of the 13F portfolio, value $2,496,952.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 823 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $1,211,793.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 830 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,008,516.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 829 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $894,159.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 825 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $738,986.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 819 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $556,756.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 821 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $517,329.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 821 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $635,791.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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