NATIONS FINANCIAL GROUP INC, /IA/ /ADV: KLAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATIONS FINANCIAL GROUP INC, /IA/ /ADV on KLAC, newest first. How the timeline and the estimate are built.
NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 44,202 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 44,202 sharesChange vs previous 13F +38,201 shares
0.64% of the 13F portfolio, value $13,336,394.
13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,001 sharesChange vs previous 13F +81 shares
0.46% of the 13F portfolio, value $8,836,922.
13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,920 sharesChange vs previous 13F -270 shares
0.38% of the 13F portfolio, value $7,194,090.
13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,190 sharesChange vs previous 13F +50 shares
0.42% of the 13F portfolio, value $6,677,259.
13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,140 sharesChange vs previous 13F -30 shares
0.38% of the 13F portfolio, value $5,500,222.
13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,170 sharesChange vs previous 13F -588 shares
0.32% of the 13F portfolio, value $4,194,653.
13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,758 sharesChange vs previous 13F +124 shares
0.31% of the 13F portfolio, value $4,258,932.
13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,634 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $5,138,150.
13F-HR 0001376474-24-000642 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).