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Forvis Mazars Wealth Advisors, LLC: KLAC position timeline

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

Forvis Mazars Wealth Advisors, LLC held 63,391 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,391 shares
    Change vs previous 13F -3,206 shares

    0.2% of the 13F portfolio, value $12,356,859.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,597 shares
    Change vs previous 13F +59,446 shares

    0.34% of the 13F portfolio, value $20,093,007.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, 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 7,151 shares
    Change vs previous 13F -349 shares

    0.2% of the 13F portfolio, value $10,529,306.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, 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 7,500 shares
    Change vs previous 13F -591 shares

    0.17% of the 13F portfolio, value $9,113,163.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, 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 8,091 shares
    Change vs previous 13F -298 shares

    0.17% of the 13F portfolio, value $8,727,004.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, 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 8,389 shares
    Change vs previous 13F -110 shares

    0.16% of the 13F portfolio, value $7,514,399.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, 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 8,499 shares
    Change vs previous 13F +538 shares

    0.14% of the 13F portfolio, value $5,777,643.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, 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 7,961 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,016,493.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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