Garrett Wealth Advisory Group, LLC: KLAC position timeline

Garrett Wealth Advisory Group, LLC held 3,130 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,130 shares

   Change vs previous 13F +2,816 shares

   0.15% of the 13F portfolio, value $944,352.

   13F-HR 0001729443-26-000005 filed by Garrett Wealth Advisory Group, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 314 shares

   Change vs previous 13F +84 shares

   0.08% of the 13F portfolio, value $462,337.

   13F-HR 0001729443-26-000003 filed by Garrett Wealth Advisory Group, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 230 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $279,468.

   13F-HR 0001729443-26-000001 filed by Garrett Wealth Advisory Group, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 230 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $248,078.

   13F-HR 0001729443-25-000002 filed by Garrett Wealth Advisory Group, LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 230 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $206,020.

   13F-HR 0001085146-25-004843 filed by Garrett Wealth Advisory Group, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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