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Disclosery

Marshall Financial Group, LLC: KLAC position timeline

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

Marshall Financial Group, LLC held 13,449 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,449 shares
    Change vs previous 13F +11,920 shares

    0.59% of the 13F portfolio, value $4,057,653.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, 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 1,529 shares
    Change vs previous 13F -9 shares

    0.36% of the 13F portfolio, value $2,251,428.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, 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 1,538 shares
    Change vs previous 13F -524 shares

    0.36% of the 13F portfolio, value $1,868,271.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, 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 2,062 shares
    Change vs previous 13F +24 shares

    0.43% of the 13F portfolio, value $2,223,610.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, 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 2,038 shares
    Change vs previous 13F -162 shares

    0.36% of the 13F portfolio, value $1,859,502.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, 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 2,200 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $1,495,240.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, 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 2,206 shares
    Change vs previous 13F -10 shares

    0.34% of the 13F portfolio, value $1,389,744.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, 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 2,216 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,715,717.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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