KLA CORP · CUSIP 482480100 · CIK 1766509
As of 2026-06-30, FORTEM FINANCIAL GROUP, LLC reported 67.05K KLAC (shares), valued at $20.23M, or 4.13% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares increased 922.71%; reported value increased 109.56%, and weight changed +1.71 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 | 4.13% | 67,049 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.42% | 6,556 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.40% | 7,392 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.29% | 7,389 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 2.19% | 7,576 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 1.69% | 6,389 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 1.43% | 5,839 | SEC filing ↗Filed Jan 6, 2025 |
| Q3 2024 | 1.80% | 5,720 | SEC filing ↗Filed Nov 13, 2024Amended |
| Q2 2024 | 2.23% | 6,297 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.96% | 6,400 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 1.79% | 6,205 | SEC filing ↗Filed Jan 25, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.79% | 6,205 | $3.61M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 1.96% | 6,400 | $4.47M | Shares increased 3.14%; reported value increased 23.95%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 2.23% | 6,297 | $5.19M | Shares decreased 1.61%; reported value increased 16.13%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.80% | 5,720 | $4.43M | Shares decreased 9.16%; reported value decreased 14.68%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.43% | 5,839 | $3.68M | Shares increased 2.08%; reported value decreased 16.95%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 6, 2025 |
| Q1 2025 | 1.69% | 6,389 | $4.34M | Shares increased 9.42%; reported value increased 18.06%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 2.19% | 7,576 | $6.79M | Shares increased 18.58%; reported value increased 56.24%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 2.29% | 7,389 | $7.97M | Shares decreased 2.47%; reported value increased 17.45%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 2.40% | 7,392 | $8.98M | Shares increased 0.04%; reported value increased 12.70%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.42% | 6,556 | $9.65M | Shares decreased 11.31%; reported value increased 7.47%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 4.13% | 67,049 | $20.23M | Shares increased 922.71%; reported value increased 109.56%, and weight changed +1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 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.