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Teamwork Financial Advisors, LLC: KLAC position timeline

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

Teamwork Financial Advisors, LLC held 68,668 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,668 shares
    Change vs previous 13F +60,063 shares

    1.93% of the 13F portfolio, value $20,718,047.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial 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 ended2026-03-31
    13F 8,605 shares
    Change vs previous 13F -3,146 shares

    1.41% of the 13F portfolio, value $12,671,020.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial 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 ended2025-12-31
    13F 11,751 shares
    Change vs previous 13F -633 shares

    1.52% of the 13F portfolio, value $14,279,013.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial 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 ended2025-09-30
    13F 12,384 shares
    Change vs previous 13F +9,281 shares

    1.46% of the 13F portfolio, value $13,358,908.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial 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 ended2025-06-30
    13F 3,103 shares
    Change vs previous 13F +2,130 shares

    0.34% of the 13F portfolio, value $2,780,864.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial 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 ended2025-03-31
    13F 973 shares
    Change vs previous 13F -2,297 shares

    0.09% of the 13F portfolio, value $661,790.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial 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 ended2024-12-31
    13F 3,270 shares
    Change vs previous 13F -1,374 shares

    0.27% of the 13F portfolio, value $2,061,384.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial 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 ended2024-09-30
    13F 4,644 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,596,942.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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