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Dakota Wealth Management: KLAC position timeline

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

Dakota Wealth Management held 507,578 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,578 shares
    Change vs previous 13F +444,979 shares

    2.93% of the 13F portfolio, value $153,141,390.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 62,599 shares
    Change vs previous 13F -804,727 shares

    2% of the 13F portfolio, value $92,171,394.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 867,326 shares
    Change vs previous 13F -5,766 shares

    18.73% of the 13F portfolio, value $1,053,870,477.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 873,092 shares
    Change vs previous 13F -1,095 shares

    19% of the 13F portfolio, value $941,717,032.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 874,187 shares
    Change vs previous 13F -3,830 shares

    16.49% of the 13F portfolio, value $783,044,265.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 878,017 shares
    Change vs previous 13F -18,160 shares

    13.97% of the 13F portfolio, value $596,875,958.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 896,177 shares
    Change vs previous 13F -1,378 shares

    13% of the 13F portfolio, value $564,698,928.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 897,555 shares
    Change vs previous 13F not available

    15.72% of the 13F portfolio, value $695,075,686.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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