KLAC — KLA CORP COM NEW

Ownership history in Bison Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in KLA CORP COM NEW (KLAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.34% (2022 Q4)
Avg. % of fund
0.28%
First filed
2022 Q3
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 2,141 -190 -8.2% 0.26% $1.7M $764.73
2024 Q2 UNCHANGED 2,331 — 0% 0.26% $1.6M $812.72
2024 Q1 REDUCED 2,331 -358 -13.3% 0.26% $1.6M $687.18
2023 Q4 ADDED 2,689 +149 +5.9% 0.28% $1.6M $570.55
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KLAC price (monthly, adj. close)

Other funds also holding KLAC

As of 2025 Q4 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 32.0% Dakota Wealth Management 3Y 7Y 18.7% Birchview Capital, LP 3Y 7Y 15.57% Harbor Island Capital LLC 3Y 7Y 6.33% EVEXIA WEALTH LLC 6.29% OAK ASSOCIATES LTD /OH/ 3Y 7Y 5.98% Ariose Capital Management Ltd 3Y 7Y 5.41% Triodos Investment Management BV 3Y 7Y 5.18% JGP Wealth Management, LLC 3Y 7Y 5.08% Carmel Capital Management L.L.C. 3Y 5.0%
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