KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership1,662 shares
Latest Disclosed Value $ 2,447,692
Integrated Wealth Concepts LLC reports 131.48% increase in ownership of KLAC / KLA Corporation

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 1,662 shares of KLA Corporation (MX:KLAC) valued at $2,447,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 718 shares of KLA Corporation. This represents a change in shares of 131.48% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F KLA Common Stock 482480100 1,662 944 131.48 2,448 180.94 0.0195
2026-02-13 2025-12-31 13F KLA Common Stock 482480100 718 157 27.99 872 43.97 0.0104
2025-11-14 2025-09-30 13F KLA Common Stock 482480100 561 -282 -33.45 605 -19.87 0.0054
2025-08-14 2025-06-30 13F KLA Common Stock 482480100 843 -765 -47.57 755 -30.92 0.0076
2025-05-15 2025-03-31 13F KLA Common Stock 482480100 1,608 507 46.05 1,093 57.49 0.0127
2025-02-14 2024-12-31 13F KLA Common Stock 482480100 1,101 94 9.33 694 -10.91 0.0081
2024-11-14 2024-09-30 13F KLA Common Stock 482480100 1,007 -852 -45.83 780 -49.15 0.0095
2024-08-14 2024-06-30 13F KLA Common Stock 482480100 1,859 719 63.07 1,533 92.46 0.0209
2024-05-15 2024-03-31 13F KLA Common Stock 482480100 1,140 229 25.14 796 50.47 0.0115
2024-02-13 2023-12-31 13F KLA Common Stock 482480100 911 43 4.95 530 32.91 0.0087
2023-11-15 2023-09-30 13F KLA Common Stock 482480100 868 15 1.76 398 -3.63 0.0070
2023-08-15 2023-06-30 13F KLA Common Stock 482480100 853 853 414 0.0071
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.