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Disclosery

Herold Advisors, Inc.: KLAC position timeline

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

Herold Advisors, Inc. held 7,860 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,860 shares
    Change vs previous 13F +6,991 shares

    0.47% of the 13F portfolio, value $2,374,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 869 shares
    Change vs previous 13F -144 shares

    0.28% of the 13F portfolio, value $1,279,525.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 1,013 shares
    Change vs previous 13F -28 shares

    0.28% of the 13F portfolio, value $1,230,877.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 1,041 shares
    Change vs previous 13F +303 shares

    0.26% of the 13F portfolio, value $1,122,823.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 738 shares
    Change vs previous 13F -306 shares

    0.14% of the 13F portfolio, value $661,056.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 1,044 shares
    Change vs previous 13F -486 shares

    0.16% of the 13F portfolio, value $709,711.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 1,530 shares
    Change vs previous 13F -139 shares

    0.21% of the 13F portfolio, value $964,084.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 1,669 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,292,490.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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