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Compound Planning, Inc.: KLAC position timeline

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

Compound Planning, Inc. held 22,104 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,104 shares
    Change vs previous 13F +19,867 shares

    0.17% of the 13F portfolio, value $6,668,954.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 2,237 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $3,294,025.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 2,121 shares
    Change vs previous 13F +201 shares

    0.08% of the 13F portfolio, value $2,577,033.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 1,920 shares
    Change vs previous 13F +366 shares

    0.07% of the 13F portfolio, value $2,070,521.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 1,554 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $1,392,155.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 1,727 shares
    Change vs previous 13F +380 shares

    0.05% of the 13F portfolio, value $1,174,166.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 1,347 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $848,774.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 1,150 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $890,299.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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