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Disclosery

RFG Advisory, LLC: KLAC position timeline

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

RFG Advisory, LLC held 10,526 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,526 shares
    Change vs previous 13F +8,406 shares

    0.05% of the 13F portfolio, value $3,175,667.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 2,120 shares
    Change vs previous 13F -91 shares

    0.06% of the 13F portfolio, value $3,122,155.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 2,211 shares
    Change vs previous 13F -662 shares

    0.05% of the 13F portfolio, value $2,686,968.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 2,873 shares
    Change vs previous 13F -2,185 shares

    0.06% of the 13F portfolio, value $3,099,079.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 5,058 shares
    Change vs previous 13F +318 shares

    0.11% of the 13F portfolio, value $4,530,746.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 4,740 shares
    Change vs previous 13F +3,734 shares

    0.09% of the 13F portfolio, value $3,222,219.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 1,006 shares
    Change vs previous 13F +138 shares

    0.02% of the 13F portfolio, value $634,191.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $672,470.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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