Ullmann Wealth Partners Group, LLC: KLAC position timeline

Ullmann Wealth Partners Group, LLC held 3,386 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,386 shares

   Change vs previous 13F +3,065 shares

   0.09% of the 13F portfolio, value $1,021,705.

   13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-08-10 (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 321 shares

   Change vs previous 13F +44 shares

   0.05% of the 13F portfolio, value $472,111.

   13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-04-13 (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 277 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $334,821.

   13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-02-12 (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 277 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $298,772.

   13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-10-17 (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 277 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $248,145.

   13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-07-11 (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).