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Elm3 Financial Group, LLC: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on KLAC, newest first. How the timeline and the estimate are built.

Elm3 Financial Group, LLC held 4,895 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,895 shares
    Change vs previous 13F -355 shares

    0.64% of the 13F portfolio, value $954,182.

    13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,250 shares
    Change vs previous 13F +4,710 shares

    1.09% of the 13F portfolio, value $1,583,978.

    13F-HR 0002011201-26-000003 filed by Elm3 Financial 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 ended2026-03-31
    13F 540 shares
    Change vs previous 13F -4 shares

    0.67% of the 13F portfolio, value $795,101.

    13F-HR 0002011201-26-000002 filed by Elm3 Financial 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 ended2025-12-31
    13F 544 shares
    Change vs previous 13F -12 shares

    0.55% of the 13F portfolio, value $661,004.

    13F-HR 0002011201-26-000001 filed by Elm3 Financial 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 ended2025-09-30
    13F 556 shares
    Change vs previous 13F +17 shares

    0.49% of the 13F portfolio, value $599,702.

    13F-HR 0002011201-25-000005 filed by Elm3 Financial 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 ended2025-06-30
    13F 539 shares
    Change vs previous 13F +12 shares

    0.4% of the 13F portfolio, value $482,804.

    13F-HR 0002011201-25-000002 filed by Elm3 Financial 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 ended2025-03-31
    13F 527 shares
    Change vs previous 13F -46 shares

    0.31% of the 13F portfolio, value $358,255.

    13F-HR 0002011201-25-000001 filed by Elm3 Financial 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 ended2024-12-31
    13F 573 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $361,094.

    13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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