KLA CORP · CUSIP 482480100 · CIK 1631353
As of 2026-06-30, Dakota Wealth Management reported 507.58K KLAC (shares), valued at $153.14M, or 2.93% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 710.84%; reported value increased 66.15%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.93% | 507,578 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 2.00% | 62,599 | SEC filing ↗Filed May 7, 2026Amended |
| Q4 2025 | 18.73% | 867,326 | SEC filing ↗Filed Jan 13, 2026Amended |
| Q3 2025 | 19.00% | 873,092 | SEC filing ↗Filed Nov 10, 2025Amended |
| Q2 2025 | 16.49% | 874,187 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 13.97% | 878,017 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 13.00% | 896,177 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 15.72% | 897,555 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 17.45% | 896,980 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 15.67% | 898,120 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 15.67% | 898,120 | $627.40M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 17.45% | 896,980 | $739.57M | Shares decreased 0.13%; reported value increased 17.88%, and weight changed +1.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 15.72% | 897,555 | $695.08M | Shares increased 0.06%; reported value decreased 6.02%, and weight changed -1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 13.00% | 896,177 | $564.70M | Shares decreased 0.15%; reported value decreased 18.76%, and weight changed -2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 13.97% | 878,017 | $596.88M | Shares decreased 2.03%; reported value increased 5.70%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 16.49% | 874,187 | $783.04M | Shares decreased 0.44%; reported value increased 31.19%, and weight changed +2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 19.00% | 873,092 | $941.72M | Shares decreased 0.13%; reported value increased 20.26%, and weight changed +2.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 18.73% | 867,326 | $1.05B | Shares decreased 0.66%; reported value increased 11.91%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 2.00% | 62,599 | $92.17M | Shares decreased 92.78%; reported value decreased 91.25%, and weight changed -16.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.93% | 507,578 | $153.14M | Shares increased 710.84%; reported value increased 66.15%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.