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Ascentis Wealth Management, LLC: KLAC position timeline

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

Ascentis Wealth Management, LLC held 3,110 KLAC shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,110 shares
    Change vs previous 13F +2,091 shares

    0.14% of the 13F portfolio, value $938,315.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 3,110 shares

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

  2. period ended2026-03-31
    13F 1,019 shares
    Change vs previous 13F +276 shares

    0.08% of the 13F portfolio, value $1,500,506.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 734 shares
    • Ascentis Wealth Management, LLC: 285 shares

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

  3. period ended2025-12-31
    13F 743 shares
    Change vs previous 13F -110 shares

    0.09% of the 13F portfolio, value $902,804.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 477 shares
    • Ascentis Wealth Management, LLC: 266 shares

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

  4. period ended2025-09-30
    13F 853 shares
    Change vs previous 13F +316 shares

    0.09% of the 13F portfolio, value $920,045.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 587 shares
    • Ascentis Wealth Management, LLC: 266 shares

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

  5. period ended2025-06-30
    13F 537 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $481,012.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 537 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 296 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $201,223.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 295 shares
    • Ascentis Wealth Management, LLC: 1 shares

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

  7. period ended2024-12-31
    13F 4 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $2,520.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 4 shares

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

  8. period ended2024-09-30
    13F/A 319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,033.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 317 shares
    • Ascentis Wealth Management, LLC: 2 shares

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