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Disclosery

Jacobsen Capital Management: KLAC position timeline

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

Jacobsen Capital Management held 2,460 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,460 shares
    Change vs previous 13F +2,233 shares

    0.22% of the 13F portfolio, value $742,207.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 227 shares
    Change vs previous 13F -14 shares

    0.11% of the 13F portfolio, value $334,237.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 241 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $292,834.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 245 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $264,257.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 235 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $210,499.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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