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Disclosery

NewEdge Wealth, LLC: KLAC position timeline

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

NewEdge Wealth, LLC held 583,113 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 583,113 shares
    Change vs previous 13F +526,848 shares

    1.77% of the 13F portfolio, value $175,931,081.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 56,265 shares
    Change vs previous 13F +942 shares

    0.99% of the 13F portfolio, value $82,845,342.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 55,323 shares
    Change vs previous 13F +1,130 shares

    0.76% of the 13F portfolio, value $67,221,637.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 54,193 shares
    Change vs previous 13F -109 shares

    0.95% of the 13F portfolio, value $66,499,865.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 54,302 shares
    Change vs previous 13F -23,067 shares

    0.78% of the 13F portfolio, value $49,526,864.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 77,369 shares
    Change vs previous 13F -752 shares

    0.95% of the 13F portfolio, value $52,595,670.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 78,121 shares
    Change vs previous 13F +5,257 shares

    0.85% of the 13F portfolio, value $49,225,719.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 72,864 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $56,426,692.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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