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Disclosery

HEADINVEST, LLC: KLAC position timeline

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

HEADINVEST, LLC held 10,540 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,540 shares
    Change vs previous 13F +9,418 shares

    0.59% of the 13F portfolio, value $3,180,023.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 1,122 shares
    Change vs previous 13F -175 shares

    0.34% of the 13F portfolio, value $1,652,044.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 1,297 shares
    Change vs previous 13F -154 shares

    0.31% of the 13F portfolio, value $1,575,959.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 1,451 shares
    Change vs previous 13F -93 shares

    0.32% of the 13F portfolio, value $1,565,049.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 1,544 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $1,383,023.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 1,562 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $1,061,848.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 1,587 shares
    Change vs previous 13F +43 shares

    0.19% of the 13F portfolio, value $1,000,000.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,544 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,195,689.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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