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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

KLAC holding history

KLA Corp in every 13F filed by Root Financial 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)
8,034
Value
$2.42M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of KLAC by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,034$2.42M0.1%−186−2.3%ReducedConverted for a 10-for-1 splitHolders
Q1 2026822$1.21M0.1%+26+3.3%AddedHolders
Q4 2025796$967.4K<0.1%+10+1.3%AddedHolders
Q3 2025786$847.9K0.1%+35+4.7%AddedHolders
Q2 2025751$672.7K0.1%+19+2.6%AddedHolders
Q1 2025732$497.7K0.1%+21+3.0%AddedHolders
Q4 2024711$448.0K0.1%+33+4.9%AddedHolders
Q3 2024678$525.1K0.1%+20+3.0%AddedHolders
Q2 2024658$542.6K0.1%+2+0.3%AddedHolders
Q1 2024656$458.3K0.1%+26+4.1%AddedHolders
Q4 2023630$366.2K0.1%−61−8.8%ReducedHolders
Q3 2023691$316.9K0.2%−50−6.7%ReducedHolders
Q2 2023741$359.4K0.2%−26−3.4%ReducedHolders
Q1 2023767$306.2K0.2%–No prior filingHolders