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Focus Partners Wealth: KLAC position timeline

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

Focus Partners Wealth held 1,283,989 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,283,989 shares
    Change vs previous 13F +1,155,749 shares

    0.35% of the 13F portfolio, value $387,395,526.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,281,019 shares
    • Focus Partners Advisor Solutions, LLC: 2,970 shares

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

  2. period ended2026-03-31
    13F 128,240 shares
    Change vs previous 13F +3,884 shares

    0.21% of the 13F portfolio, value $189,403,500.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 124,356 shares
    Change vs previous 13F +41,361 shares

    0.17% of the 13F portfolio, value $147,460,939.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 82,995 shares
    Change vs previous 13F +312 shares

    0.14% of the 13F portfolio, value $89,536,562.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 82,683 shares
    Change vs previous 13F +113 shares

    0.16% of the 13F portfolio, value $74,064,242.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 82,683 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 82,570 shares
    Change vs previous 13F +43,564 shares

    0.12% of the 13F portfolio, value $56,131,269.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 82,112 shares
    • Focus Partners Advisor Solutions, LLC: 458 shares

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

  7. period ended2024-12-31
    13F/A 39,006 shares
    Change vs previous 13F +5,561 shares

    0.06% of the 13F portfolio, value $24,580,044.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,006 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 33,445 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,901,938.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,100 shares
    • Focus Partners Advisor Solutions, LLC: 345 shares

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