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JGP Wealth Management, LLC: KLAC position timeline

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

JGP Wealth Management, LLC held 346,796 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 346,796 shares
    Change vs previous 13F +308,706 shares

    9.39% of the 13F portfolio, value $104,631,806.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, 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 38,090 shares
    Change vs previous 13F -2,060 shares

    5.83% of the 13F portfolio, value $56,083,411.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 40,150 shares
    Change vs previous 13F -928 shares

    5.08% of the 13F portfolio, value $48,785,986.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, 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 41,078 shares
    Change vs previous 13F -228 shares

    5.19% of the 13F portfolio, value $46,798,845.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, 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 41,306 shares
    Change vs previous 13F +368 shares

    4.48% of the 13F portfolio, value $36,999,495.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, 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 40,938 shares
    Change vs previous 13F +268 shares

    3.66% of the 13F portfolio, value $27,829,535.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, 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 40,670 shares
    Change vs previous 13F +746 shares

    3.31% of the 13F portfolio, value $25,626,829.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, 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 39,924 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $30,917,164.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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