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Capital Advisors Wealth Management, LLC: KLAC position timeline

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

Capital Advisors Wealth Management, LLC held 2,656 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,656 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $517,801.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,598 shares
    Change vs previous 13F +2,335 shares

    0.09% of the 13F portfolio, value $783,808.

    13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
    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 263 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $386,653.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 263 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $319,877.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 262 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $282,417.

    13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 260 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $233,112.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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