KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionBetterWealth, LLC
Latest Disclosed Ownership268 shares
Latest Disclosed Value $ 394,157
BetterWealth, LLC ownership in KLAC / KLA Corporation

On April 24, 2026 - BetterWealth, LLC filed a 13F-HR form disclosing ownership of 268 shares of KLA Corporation (MX:KLAC) valued at $394,157 USD as of March 31, 2026.

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)
2026-04-24 2026-03-31 13F KLA COM NEW 482480100 268 0 0.00 394 21.23 0.0773
2026-01-15 2025-12-31 13F KLA COM NEW 482480100 268 0 0.00 325 12.85 0.0742
2025-10-21 2025-09-30 13F KLA COM NEW 482480100 268 0 0.00 289 20.50 0.0687
2025-07-14 2025-06-30 13F KLA COM NEW 482480100 268 -184 -40.71 240 -22.15 0.0614
2025-04-28 2025-03-31 13F KLA COM NEW 482480100 452 -69 -13.24 307 -6.40 0.0862
2025-01-23 2024-12-31 13F KLA COM NEW 482480100 521 1 0.19 328 -18.41 0.0904
2024-10-22 2024-09-30 13F KLA COM NEW 482480100 520 1 0.19 403 -6.07 0.1190
2024-07-19 2024-06-30 13F KLA COM NEW 482480100 519 0 0.00 428 18.23 0.1364
2024-04-19 2024-03-31 13F KLA COM NEW 482480100 519 7 1.37 362 21.89 0.1180
2024-01-23 2023-12-31 13F KLA COM NEW 482480100 512 1 0.20 298 26.92 0.1018
2023-10-24 2023-09-30 13F KLA COM NEW 482480100 511 511 234 0.0944
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.