SEC 13F Intelligence

Heritage Wealth Management, LLC / KLAC

Heritage Wealth Management, LLC’s Kla Corp Position

Does Heritage Wealth Management, LLC own Kla Corp (KLAC)? Yes — 2.9K shares worth $2M (+1.34% of its 13F portfolio) as of Q2 2024, down from 3.4K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
2.9K
% of Portfolio
+1.34%
Quarters Held
8
currently held

Position History KLAC

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $2MQ3 ’21Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $6MQ4 ’22Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.9K$2M+1.34%
Q1 20243.4K$2M+1.22%
Q4 20234.3K$2M+1.35%
Q4 202215.1K$6M+0.81%
Q3 20226.9K$2M+0.68%
Q2 20226.6K$2M+0.65%
Q3 20214.8K$2M+0.58%
Q2 20214.1K$1M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, LLC’s full portfolio or all institutional holders of KLAC.