Skip to content
Disclosery

CreativeOne Wealth, LLC: KLAC position timeline

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

CreativeOne Wealth, LLC held 17,914 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,914 shares
    Change vs previous 13F +16,524 shares

    0.12% of the 13F portfolio, value $5,404,762.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 1,390 shares
    Change vs previous 13F -447 shares

    0.05% of the 13F portfolio, value $2,047,123.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 1,837 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $2,232,461.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 1,948 shares
    Change vs previous 13F -634 shares

    0.05% of the 13F portfolio, value $2,101,359.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 2,582 shares
    Change vs previous 13F +189 shares

    0.06% of the 13F portfolio, value $2,312,954.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 2,393 shares
    Change vs previous 13F -201 shares

    0.05% of the 13F portfolio, value $1,626,817.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,594 shares
    Change vs previous 13F -116 shares

    0.05% of the 13F portfolio, value $1,634,570.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,710 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,098,681.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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