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Concord Wealth Partners: KLAC position timeline

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

Concord Wealth Partners held 24,673 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,673 shares
    Change vs previous 13F +21,929 shares

    0.49% of the 13F portfolio, value $7,444,090.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,502 shares
    • Concord Asset Management, LLC/VA: 12,171 shares

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

  2. period ended2026-03-31
    13F 2,744 shares
    Change vs previous 13F -606 shares

    0.3% of the 13F portfolio, value $4,040,293.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,378 shares
    • Concord Asset Management, LLC/VA: 1,366 shares

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

  3. period ended2025-12-31
    13F 3,350 shares
    Change vs previous 13F +27 shares

    0.3% of the 13F portfolio, value $4,070,528.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,684 shares
    • Concord Asset Management, LLC/VA: 1,666 shares

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

  4. period ended2025-09-30
    13F 3,323 shares
    Change vs previous 13F +123 shares

    0.28% of the 13F portfolio, value $3,584,227.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,647 shares
    • Concord Asset Management, LLC/VA: 1,676 shares

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

  5. period ended2025-06-30
    13F 3,200 shares
    Change vs previous 13F -257 shares

    0.21% of the 13F portfolio, value $2,866,422.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,600 shares
    • Concord Asset Management, LLC/VA: 1,600 shares

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

  6. period ended2025-03-31
    13F 3,457 shares
    Change vs previous 13F -470 shares

    0.22% of the 13F portfolio, value $2,309,305.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,659 shares
    • Concord Asset Management, LLC/VA: 1,798 shares

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

  7. period ended2024-12-31
    13F 3,927 shares
    Change vs previous 13F +1,172 shares

    0.23% of the 13F portfolio, value $2,474,531.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,948 shares
    • Concord Asset Management, LLC/VA: 1,979 shares

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

  8. period ended2024-09-30
    13F 2,755 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,133,549.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,345 shares
    • Concord Asset Management, LLC/VA: 1,410 shares

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