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Kestra Advisory Services, LLC: KLAC position timeline

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

Kestra Advisory Services, LLC held 143,315 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 143,315 shares
    Change vs previous 13F +129,992 shares

    0.1% of the 13F portfolio, value $43,239,633.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,740 shares
    • Kestra Advisory Services, LLC: 83,776 shares
    • Kestra Investment Management, LLC: 2,799 shares

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

  2. period ended2026-03-31
    13F 13,323 shares
    Change vs previous 13F -740 shares

    0.05% of the 13F portfolio, value $19,617,228.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,002 shares
    • Kestra Advisory Services, LLC: 7,083 shares
    • Kestra Investment Management, LLC: 238 shares

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

  3. period ended2025-12-31
    13F 14,063 shares
    Change vs previous 13F +983 shares

    0.05% of the 13F portfolio, value $17,086,961.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,787 shares
    • Kestra Advisory Services, LLC: 7,276 shares

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

  4. period ended2025-09-30
    13F 13,080 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $14,108,606.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,064 shares
    • Kestra Advisory Services, LLC: 6,016 shares

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

  5. period ended2025-06-30
    13F/A 12,967 shares
    Change vs previous 13F +457 shares

    0.04% of the 13F portfolio, value $11,615,074.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,909 shares
    • Kestra Advisory Services, LLC: 6,058 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 12,510 shares
    Change vs previous 13F -1,565 shares

    0.03% of the 13F portfolio, value $8,504,298.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,677 shares
    • Kestra Advisory Services, LLC: 6,733 shares
    • Kestra Investment Management, LLC: 100 shares

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

  7. period ended2024-12-31
    13F 14,075 shares
    Change vs previous 13F -846 shares

    0.03% of the 13F portfolio, value $8,869,036.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,850 shares
    • Kestra Advisory Services, LLC: 7,202 shares
    • Kestra Investment Management, LLC: 23 shares

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

  8. period ended2024-09-30
    13F 14,921 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,555,348.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,686 shares
    • Kestra Advisory Services, LLC: 6,235 shares

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