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Spire Wealth Management: KLAC position timeline

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

Spire Wealth Management held 92,834 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,834 shares
    Change vs previous 13F +84,078 shares

    0.84% of the 13F portfolio, value $27,920,324.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 8,756 shares
    Change vs previous 13F -1,721 shares

    0.44% of the 13F portfolio, value $12,893,063.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 10,477 shares
    Change vs previous 13F +10 shares

    0.43% of the 13F portfolio, value $12,730,862.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 10,467 shares
    Change vs previous 13F -2,990 shares

    0.38% of the 13F portfolio, value $11,289,334.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 13,457 shares
    Change vs previous 13F +2,395 shares

    0.42% of the 13F portfolio, value $11,831,396.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 11,062 shares
    Change vs previous 13F -1,223 shares

    0.24% of the 13F portfolio, value $7,520,261.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 12,285 shares
    Change vs previous 13F +220 shares

    0.24% of the 13F portfolio, value $7,741,294.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 12,065 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,343,458.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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