Root Financial Partners, LLC: KLAC position timeline

Root Financial Partners, LLC held 8,034 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,034 shares

   Change vs previous 13F +7,212 shares

   0.09% of the 13F portfolio, value $2,423,971.

   13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 822 shares

   Change vs previous 13F +26 shares

   0.06% of the 13F portfolio, value $1,210,576.

   13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 796 shares

   Change vs previous 13F +10 shares

   0.05% of the 13F portfolio, value $967,393.

   13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 786 shares

   Change vs previous 13F +35 shares

   0.05% of the 13F portfolio, value $847,923.

   13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 751 shares

   Change vs previous 13F +19 shares

   0.07% of the 13F portfolio, value $672,701.

   13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 732 shares

   Change vs previous 13F +21 shares

   0.05% of the 13F portfolio, value $497,659.

   13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 711 shares

   Change vs previous 13F +33 shares

   0.06% of the 13F portfolio, value $448,036.

   13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 678 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $525,076.

   13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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