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KCM INVESTMENT ADVISORS LLC: CORT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on CORT, newest first. How the timeline and the estimate are built.

KCM INVESTMENT ADVISORS LLC held 41,238 CORT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,238 shares
    Change vs previous 13F -6,157 shares

    0.11% of the 13F portfolio, value $3,585,644.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,395 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,910,492.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,395 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $1,649,346.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,655 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,960,607.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,655 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,497,877.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,655 shares
    Change vs previous 13F -7,000 shares

    0.2% of the 13F portfolio, value $5,443,154.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,655 shares
    Change vs previous 13F -2,771 shares

    0.09% of the 13F portfolio, value $2,754,065.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,426 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,657,675.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).