Ownership history in Whelan Financial · 5 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in KLA CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,624 | +77 | +5.0% | 0.62% | $2.0M | $1213.50 |
| 2025 Q3 | REDUCED | 1,547 | -241 | -13.5% | 0.53% | $1.7M | $1075.40 |
| 2025 Q2 | ADDED | 1,788 | +341 | +23.6% | 0.58% | $1.6M | $891.14 |
| 2025 Q1 | ADDED | 1,447 | +793 | +121.3% | 0.38% | $984K | $674.68 |
| 2024 Q4 | INITIATED | 654 | — | — | 0.16% | $412K | $623.97 |
As of 2025 Q4 — sorted by position size