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Perennial Advisors, LLC: KLAC position timeline

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

Perennial Advisors, LLC held 8,830 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,830 shares
    Change vs previous 13F -150 shares

    0.26% of the 13F portfolio, value $1,721,232.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,980 shares
    Change vs previous 13F +8,047 shares

    0.42% of the 13F portfolio, value $2,709,356.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 933 shares
    Change vs previous 13F -17 shares

    0.23% of the 13F portfolio, value $1,373,759.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 950 shares
    Change vs previous 13F -39 shares

    0.19% of the 13F portfolio, value $1,154,326.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 989 shares
    Change vs previous 13F -210 shares

    0.18% of the 13F portfolio, value $1,066,736.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,199 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,073,993.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,199 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $815,081.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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