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Disclosery

POTENTIA WEALTH: KLAC position timeline

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

POTENTIA WEALTH held 1,500 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,500 shares
    Change vs previous 13F +1,350 shares

    0.19% of the 13F portfolio, value $452,565.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 150 shares
    Change vs previous 13F -48 shares

    0.09% of the 13F portfolio, value $220,862.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 198 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $240,586.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 198 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $213,563.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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