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Dynasty Wealth Management, LLC: KLAC position timeline

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

Dynasty Wealth Management, LLC held 16,673 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 16,673 shares
    Change vs previous 13F +14,889 shares

    0.04% of the 13F portfolio, value $5,030,387.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, 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 1,784 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $2,626,121.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 ended2025-12-31
    13F 1,800 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $2,187,453.

    13F-HR 0001727599-26-000002 filed by Dynasty 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 ended2025-09-30
    13F 1,704 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $1,837,831.

    13F-HR 0001727599-25-000007 filed by Dynasty 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 ended2025-06-30
    13F 1,584 shares
    Change vs previous 13F -547 shares

    0.02% of the 13F portfolio, value $1,418,792.

    13F-HR 0001727599-25-000006 filed by Dynasty 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 ended2025-03-31
    13F 2,131 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $1,448,703.

    13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, 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 2,215 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $1,395,823.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
    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 2,121 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,642,349.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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