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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

KLAC holding history

KLA Corp in every 13F filed by JFS Wealth Advisors, 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)
18,340
Value
$5.53M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of KLAC by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,340$5.53M0.3%−11,200−37.9%ReducedConverted for a 10-for-1 splitHolders
Q1 20262,954$4.35M0.2%−11−0.4%ReducedHolders
Q4 20252,965$3.60M0.2%+27+0.9%AddedHolders
Q3 20252,938$3.17M0.2%−10−0.3%ReducedHolders
Q2 20252,948$2.64M0.2%−5−0.2%ReducedHolders
Q1 20252,953$2.01M0.1%−8−0.3%ReducedHolders
Q4 20242,961$1.87M0.1%00.0%UnchangedHolders
Q3 20242,961$2.29M0.2%−6−0.2%ReducedHolders
Q2 20242,967$2.45M0.2%−10.0%ReducedHolders
Q1 20242,968$2.07M0.2%+7+0.2%AddedHolders
Q4 20232,961$1.72M0.1%+66+2.3%AddedHolders
Q3 20232,895$1.33M0.1%00.0%UnchangedHolders
Q2 20232,895$1.40M0.1%00.0%UnchangedHolders
Q1 20232,895$1.16M0.1%−2−0.1%ReducedHolders
Q4 20222,897$1.09M0.1%−2−0.1%ReducedHolders
Q3 20222,899$877.0K0.1%−34−1.2%ReducedHolders
Q2 20222,933$936.0K0.1%+4+0.1%AddedHolders
Q1 20222,929$1.07M0.1%−11−0.4%ReducedHolders
Q4 20212,940$1.26M0.1%−5−0.2%ReducedHolders
Q3 20212,945$985.0K0.1%+145+5.2%AddedHolders
Q2 20212,800$908.0K0.1%00.0%UnchangedHolders
Q1 20212,800$925.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.