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Livermore
Livermore
ZHEN

Tandem Wealth Advisors LLC

SEC CIK
0001842557
Latest filing
Aug 13, 2026

KLAC holding history

KLA Corp in every 13F filed by Tandem 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)
7,851
Value
$2.37M
% of portfolio
0.9%
Quarters held
14
Since Q1 2023
Holdings of KLAC by Tandem Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,851$2.37M0.9%+141+1.8%AddedConverted for a 10-for-1 splitHolders
Q1 2026771$1.14M0.5%−145−15.8%ReducedHolders
Q4 2025916$1.11M0.5%+131+16.7%AddedHolders
Q3 2025785$846.7K0.4%−258−24.7%ReducedHolders
Q2 20251,043$934.3K0.5%+16+1.6%AddedHolders
Q1 20251,027$698.2K0.4%+90+9.6%AddedHolders
Q4 2024937$590.4K0.3%+224+31.4%AddedHolders
Q3 2024713$552.2K0.3%+64+9.9%AddedHolders
Q2 2024649$535.1K0.3%00.0%UnchangedHolders
Q1 2024649$453.4K0.2%−61−8.6%ReducedHolders
Q4 2023710$412.7K0.2%−23−3.1%ReducedHolders
Q3 2023733$336.2K0.2%+13+1.8%AddedHolders
Q2 2023720$349.2K0.2%+199+38.2%AddedHolders
Q1 2023521$208.0K0.1%+521NewHolders