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RWA WEALTH PARTNERS, LLC: KLAC position timeline

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

RWA WEALTH PARTNERS, LLC held 139,836 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,836 shares
    Change vs previous 13F +126,001 shares

    0.4% of the 13F portfolio, value $42,189,800.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 13,835 shares
    Change vs previous 13F -4,525 shares

    0.22% of the 13F portfolio, value $20,371,706.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 18,360 shares
    Change vs previous 13F +51 shares

    0.24% of the 13F portfolio, value $22,308,489.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 18,309 shares
    Change vs previous 13F +226 shares

    0.22% of the 13F portfolio, value $19,747,957.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 18,083 shares
    Change vs previous 13F +3,174 shares

    0.2% of the 13F portfolio, value $16,197,543.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 14,909 shares
    Change vs previous 13F -97 shares

    0.13% of the 13F portfolio, value $10,135,215.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 15,006 shares
    Change vs previous 13F -118 shares

    0.12% of the 13F portfolio, value $9,455,383.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 15,124 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,712,224.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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