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HOWE & RUSLING INC: KLAC position timeline

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

HOWE & RUSLING INC held 52,573 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,573 shares
    Change vs previous 13F +47,405 shares

    0.92% of the 13F portfolio, value $15,861,688.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING 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 5,168 shares
    Change vs previous 13F +42 shares

    0.5% of the 13F portfolio, value $7,609,721.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING 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 5,126 shares
    Change vs previous 13F -736 shares

    0.41% of the 13F portfolio, value $6,228,694.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING 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 5,862 shares
    Change vs previous 13F +73 shares

    0.43% of the 13F portfolio, value $6,322,732.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING 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 5,789 shares
    Change vs previous 13F -760 shares

    0.38% of the 13F portfolio, value $5,185,254.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING 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 6,549 shares
    Change vs previous 13F -12 shares

    0.37% of the 13F portfolio, value $4,452,074.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING 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 6,561 shares
    Change vs previous 13F -187 shares

    0.36% of the 13F portfolio, value $4,134,238.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING 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 6,748 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,225,650.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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