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Disclosery

Edge Capital Group, LLC: KLAC position timeline

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

Edge Capital Group, LLC held 9,134 KLAC shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,134 shares
    Change vs previous 13F +3,833 shares

    0.29% of the 13F portfolio, value $5,755,516.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,301 shares
    Change vs previous 13F -2,133 shares

    0.18% of the 13F portfolio, value $4,105,147.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,434 shares
    Change vs previous 13F +189 shares

    0.3% of the 13F portfolio, value $6,129,407.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,245 shares
    Change vs previous 13F -681 shares

    0.25% of the 13F portfolio, value $5,061,140.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,926 shares
    Change vs previous 13F +209 shares

    0.26% of the 13F portfolio, value $4,607,384.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,717 shares
    Change vs previous 13F -2,166 shares

    0.23% of the 13F portfolio, value $3,539,479.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 9,883 shares
    Change vs previous 13F +348 shares

    0.28% of the 13F portfolio, value $4,793,453.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 9,535 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,806,086.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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