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Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

KLAC holding history

KLA Corp in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
3,000
Value
$905.1K
% of portfolio
0.1%
Quarters held
13
Since Q1 2023
Holdings of KLAC by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$905.1K0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 2026300$441.7K<0.1%00.0%UnchangedHolders
Q4 2025300$364.5K<0.1%00.0%UnchangedHolders
Q3 2025300$323.6K<0.1%00.0%UnchangedHolders
Q2 2025300$268.7K<0.1%00.0%UnchangedHolders
Q1 2025300$203.9K<0.1%+300NewHolders
Q4 20240$00.0%−300−100.0%Sold outHolders
Q3 2024300$232.3K<0.1%−2,000−87.0%ReducedHolders
Q2 20242,300$1.90M0.1%00.0%UnchangedHolders
Q1 20242,300$1.61M0.1%00.0%UnchangedHolders
Q4 20232,300$1.34M0.1%00.0%UnchangedHolders
Q3 20232,300$1.05M0.1%00.0%UnchangedHolders
Q2 20232,300$1.12M0.1%00.0%UnchangedHolders
Q1 20232,300$918.1K0.1%+2,300NewHolders