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Disclosery

Monte Financial Group, LLC: KLAC position timeline

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

Monte Financial Group, LLC held 6,455 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,455 shares
    Change vs previous 13F +5,303 shares

    0.38% of the 13F portfolio, value $1,180,110.

    13F-HR 0001951757-26-001172 filed by Monte 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 1,152 shares
    Change vs previous 13F -299 shares

    0.6% of the 13F portfolio, value $1,695,573.

    13F-HR 0001951757-26-000859 filed by Monte 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 1,451 shares
    Change vs previous 13F -498 shares

    0.66% of the 13F portfolio, value $1,762,498.

    13F-HR 0001951757-26-000274 filed by Monte 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 1,949 shares
    Change vs previous 13F -3 shares

    0.77% of the 13F portfolio, value $2,102,674.

    13F-HR 0001951757-25-001228 filed by Monte 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 1,952 shares
    Change vs previous 13F +2 shares

    0.68% of the 13F portfolio, value $1,748,759.

    13F-HR 0001951757-25-000942 filed by Monte 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 1,950 shares
    Change vs previous 13F +53 shares

    0.54% of the 13F portfolio, value $1,237,234.

    13F-HR 0001951757-25-000401 filed by Monte 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 1,897 shares
    Change vs previous 13F +211 shares

    0.51% of the 13F portfolio, value $1,195,340.

    13F-HR 0000950123-25-000412 filed by Monte 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 1,686 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,305,534.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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