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Optimist Retirement Group LLC: KLAC position timeline

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

Optimist Retirement Group LLC held 15,985 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 15,985 shares
    Change vs previous 13F +14,364 shares

    1.86% of the 13F portfolio, value $4,822,754.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement 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 1,621 shares
    Change vs previous 13F -954 shares

    1.05% of the 13F portfolio, value $2,386,349.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement 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 2,575 shares
    Change vs previous 13F -90 shares

    1.43% of the 13F portfolio, value $3,128,520.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement 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 2,665 shares
    Change vs previous 13F -375 shares

    1.3% of the 13F portfolio, value $2,874,117.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement 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 3,040 shares
    Change vs previous 13F -6 shares

    1.31% of the 13F portfolio, value $2,722,645.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement 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 3,046 shares
    Change vs previous 13F -14 shares

    1.04% of the 13F portfolio, value $2,070,968.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement 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 3,060 shares
    Change vs previous 13F +43 shares

    0.91% of the 13F portfolio, value $1,928,373.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement 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 3,017 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,336,558.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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