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Independent Advisor Alliance: KLAC position timeline

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

Independent Advisor Alliance held 42,697 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,697 shares
    Change vs previous 13F +38,482 shares

    0.3% of the 13F portfolio, value $12,882,155.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 4,215 shares
    Change vs previous 13F +199 shares

    0.07% of the 13F portfolio, value $6,206,229.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 4,016 shares
    Change vs previous 13F +332 shares

    0.12% of the 13F portfolio, value $4,879,294.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 3,684 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $3,973,201.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 3,680 shares
    Change vs previous 13F -136 shares

    0.1% of the 13F portfolio, value $3,296,425.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 3,816 shares
    Change vs previous 13F -78 shares

    0.09% of the 13F portfolio, value $2,594,131.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 3,894 shares
    Change vs previous 13F +772 shares

    0.03% of the 13F portfolio, value $2,453,683.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 3,122 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,417,405.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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