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CAPTRUST FINANCIAL ADVISORS: KLAC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 375,229 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,229 shares
    Change vs previous 13F +335,323 shares

    0.17% of the 13F portfolio, value $113,210,368.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,906 shares
    Change vs previous 13F +22,851 shares

    0.1% of the 13F portfolio, value $58,754,459.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 17,055 shares
    Change vs previous 13F +12,006 shares

    0.04% of the 13F portfolio, value $20,723,344.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 5,049 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $5,445,406.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 5,118 shares
    Change vs previous 13F +619 shares

    0.01% of the 13F portfolio, value $4,584,230.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 4,499 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $3,058,298.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,263 shares
    Change vs previous 13F +462 shares

    0.01% of the 13F portfolio, value $2,055,847.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,801 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,169,456.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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