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Disclosery

OPTIMIZE FINANCIAL INC.: KLAC position timeline

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

OPTIMIZE FINANCIAL INC. held 20,768 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,768 shares
    Change vs previous 13F +18,684 shares

    2.25% of the 13F portfolio, value $6,265,913.

    13F-HR 0002033266-26-000007 filed by OPTIMIZE FINANCIAL INC.
    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 2,084 shares
    Change vs previous 13F +539 shares

    1.51% of the 13F portfolio, value $3,068,502.

    13F-HR 0002033266-26-000003 filed by OPTIMIZE FINANCIAL INC.
    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 1,545 shares
    Change vs previous 13F +20 shares

    0.95% of the 13F portfolio, value $1,877,299.

    13F-HR 0002033266-26-000001 filed by OPTIMIZE FINANCIAL INC.
    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 1,525 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,644,865.

    13F-HR 0002033266-25-000007 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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