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Disclosery

CONSCIOUS WEALTH INVESTMENTS, LLC: KLAC position timeline

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

CONSCIOUS WEALTH INVESTMENTS, LLC held 30,815 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,815 shares
    Change vs previous 13F +27,724 shares

    3.45% of the 13F portfolio, value $6,701,328.

    13F-HR 0001951757-26-001219 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    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 3,091 shares
    Change vs previous 13F -530 shares

    3.01% of the 13F portfolio, value $5,404,160.

    13F-HR 0001951757-26-000721 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    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 3,621 shares
    Change vs previous 13F -1,355 shares

    2.89% of the 13F portfolio, value $4,817,875.

    13F-HR 0001951757-26-000436 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,976 shares
    Change vs previous 13F -82 shares

    3.57% of the 13F portfolio, value $6,014,440.

    13F-HR 0001951757-25-001326 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,058 shares
    Change vs previous 13F -20 shares

    2.96% of the 13F portfolio, value $4,634,350.

    13F-HR 0001951757-25-001012 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,078 shares
    Change vs previous 13F +5,078 shares

    2.47% of the 13F portfolio, value $3,561,012.

    13F-HR 0001951757-25-000552 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    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 0 shares
    Change vs previous 13F -4,644 shares

    13F-HR 0001951757-25-000177 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,644 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,086,809.

    13F-HR 0001951757-24-001123 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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