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Disclosery

Transform Wealth, LLC: KLAC position timeline

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

Transform Wealth, LLC held 8,873 KLAC shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,873 shares
    Change vs previous 13F -15 shares

    0.37% of the 13F portfolio, value $6,031,768.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, 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 8,888 shares
    Change vs previous 13F +61 shares

    0.31% of the 13F portfolio, value $5,600,661.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, 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 8,827 shares
    Change vs previous 13F -4,583 shares

    0.45% of the 13F portfolio, value $6,835,759.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, 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 13,410 shares
    Change vs previous 13F +522 shares

    0.83% of the 13F portfolio, value $11,056,284.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, 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 12,888 shares
    Change vs previous 13F +666 shares

    0.85% of the 13F portfolio, value $9,003,424.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, 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/A 12,222 shares
    Change vs previous 13F +404 shares

    0.69% of the 13F portfolio, value $7,104,649.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, 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 11,818 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,420,444.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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