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Disclosery

Unique Wealth Strategies, LLC: KLAC position timeline

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

Unique Wealth Strategies, LLC held 3,130 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,130 shares
    Change vs previous 13F +2,752 shares

    0.34% of the 13F portfolio, value $944,336.

    13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, 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 378 shares
    Change vs previous 13F -99 shares

    0.23% of the 13F portfolio, value $556,803.

    13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, 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 477 shares
    Change vs previous 13F -195 shares

    0.23% of the 13F portfolio, value $579,020.

    13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, 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 672 shares
    Change vs previous 13F -107 shares

    0.28% of the 13F portfolio, value $724,295.

    13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, 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 779 shares
    Change vs previous 13F -44 shares

    0.29% of the 13F portfolio, value $697,943.

    13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, 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 823 shares
    Change vs previous 13F +823 shares

    0.25% of the 13F portfolio, value $559,637.

    13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0002009809-26-000005 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.