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Disclosery

Fiduciary Alliance LLC: KLAC position timeline

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

Fiduciary Alliance LLC held 7,942 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,942 shares
    Change vs previous 13F +6,806 shares

    0.16% of the 13F portfolio, value $2,395,622.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 1,136 shares
    Change vs previous 13F -263 shares

    0.12% of the 13F portfolio, value $1,985,947.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 1,399 shares
    Change vs previous 13F -257 shares

    0.11% of the 13F portfolio, value $1,699,952.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 1,656 shares
    Change vs previous 13F -242 shares

    0.12% of the 13F portfolio, value $1,786,200.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 1,898 shares
    Change vs previous 13F -22 shares

    0.13% of the 13F portfolio, value $1,700,134.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 1,920 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $1,305,216.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 1,889 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,190,297.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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