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KCM INVESTMENT ADVISORS LLC: FENY position timeline

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

KCM INVESTMENT ADVISORS LLC held 131,281 FENY 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 131,281 shares
    Change vs previous 13F -682 shares

    0.12% of the 13F portfolio, value $3,880,660.

    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 131,963 shares
    Change vs previous 13F -23,949 shares

    0.15% of the 13F portfolio, value $4,489,364.

    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 155,912 shares
    Change vs previous 13F -12,237 shares

    0.12% of the 13F portfolio, value $3,861,932.

    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 168,149 shares
    Change vs previous 13F -5,144 shares

    0.13% of the 13F portfolio, value $4,156,647.

    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 173,293 shares
    Change vs previous 13F -6,291 shares

    0.14% of the 13F portfolio, value $4,063,712.

    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 179,584 shares
    Change vs previous 13F -5,526 shares

    0.16% of the 13F portfolio, value $4,588,372.

    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 185,110 shares
    Change vs previous 13F -13,744 shares

    0.15% of the 13F portfolio, value $4,413,034.

    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 198,854 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,788,405.

    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).