Segment Wealth Management, LLC: KLAC position timeline

Segment Wealth Management, LLC held 2,860 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,860 shares

   Change vs previous 13F +2,574 shares

   0.04% of the 13F portfolio, value $862,891.

   13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
   Filed 2026-07-16 (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 286 shares

   Change vs previous 13F +8 shares

   0.02% of the 13F portfolio, value $421,109.

   13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
   Filed 2026-04-20 (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 278 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $337,792.

   13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
   Filed 2026-01-29 (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 278 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $299,851.

   13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
   Filed 2025-10-20 (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 278 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $249,016.

   13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
   Filed 2025-07-21 (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).