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Union Heritage Capital, LLC: KLAC position timeline

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

Union Heritage Capital, LLC held 28,200 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,200 shares
    Change vs previous 13F +25,380 shares

    2.88% of the 13F portfolio, value $8,508,222.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, 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 2,820 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,152,196.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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