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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

KLAC holding history

KLA Corp in every 13F filed by AE Wealth Management 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)
42,234
Value
$12.7M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of KLAC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,234$12.7M0.1%−30,426−41.9%ReducedConverted for a 10-for-1 splitHolders
Q1 20267,266$10.7M0.1%+1,322+22.2%AddedHolders
Q4 20255,944$7.22M<0.1%+2,720+84.4%AddedHolders
Q3 20253,224$3.48M<0.1%+686+27.0%AddedHolders
Q2 20252,538$2.27M<0.1%+346+15.8%AddedHolders
Q1 20252,192$1.49M<0.1%+530+31.9%AddedHolders
Q4 20241,662$1.05M<0.1%+456+37.8%AddedHolders
Q3 20241,206$934.4K<0.1%+895+287.8%AddedHolders
Q2 2024311$256.5K<0.1%+311NewHolders
Q1 20240$00.0%−15,742−100.0%Sold outHolders
Q4 202315,742$9.44M<0.1%+2,637+20.1%AddedHolders
Q3 202313,105$6.01M<0.1%+8,125+163.2%AddedHolders
Q2 20234,980$2.42M<0.1%−7,318−59.5%ReducedHolders
Q1 202312,298$4.91M<0.1%+7,816+174.4%AddedHolders
Q4 20224,482$1.69M<0.1%−11,178−71.4%ReducedHolders
Q3 202215,660$4.74M<0.1%+8,995+135.0%AddedHolders
Q2 20226,665$2.13M<0.1%−6,755−50.3%ReducedHolders
Q1 202213,420$4.91M<0.1%+10,219+319.2%AddedHolders
Q4 20213,201$1.38M<0.1%+3,201NewHolders
Q2 20210$00.0%−692−100.0%Sold outHolders
Q1 2021692$229.0K<0.1%––Holders

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