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Disclosery

WealthPLAN Partners, LLC: KLAC position timeline

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

WealthPLAN Partners, LLC held 2,217 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,217 shares
    Change vs previous 13F +2,003 shares

    0.13% of the 13F portfolio, value $668,892.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 214 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $315,096.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 229 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $278,253.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 212 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,664.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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