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Disclosery

Legacy Trust: KLAC position timeline

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

Legacy Trust held 22,160 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,160 shares
    Change vs previous 13F +19,944 shares

    1.18% of the 13F portfolio, value $6,685,894.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 2,216 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $3,262,861.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 2,216 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,692,617.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 2,216 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,390,178.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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