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Sheaff Brock Investment Advisors, LLC: KLAC position timeline

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

Sheaff Brock Investment Advisors, LLC held 16,340 KLAC shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,340 shares
    Change vs previous 13F -61 shares

    1.02% of the 13F portfolio, value $11,107,622.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 16,401 shares
    Change vs previous 13F +51 shares

    0.9% of the 13F portfolio, value $10,334,896.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 16,350 shares
    Change vs previous 13F -288 shares

    1.11% of the 13F portfolio, value $12,661,550.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 16,638 shares
    Change vs previous 13F -1,749 shares

    1.27% of the 13F portfolio, value $13,717,982.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 18,387 shares
    Change vs previous 13F -2,434 shares

    1.02% of the 13F portfolio, value $12,844,551.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,821 shares
    Change vs previous 13F -1,392 shares

    1.09% of the 13F portfolio, value $12,103,264.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 22,213 shares
    Change vs previous 13F -743 shares

    1.03% of the 13F portfolio, value $10,188,166.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 22,956 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $11,134,134.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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