KCM INVESTMENT ADVISORS LLC: IAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on IAT, newest first. How the timeline and the estimate are built.
KCM INVESTMENT ADVISORS LLC held 57,254 IAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 57,254 sharesChange vs previous 13F -1,198 shares
0.11% of the 13F portfolio, value $3,561,770.
13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,452 sharesChange vs previous 13F +1,375 shares
0.1% of the 13F portfolio, value $3,147,075.
13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,077 sharesChange vs previous 13F +742 shares
0.1% of the 13F portfolio, value $3,147,770.
13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 56,335 sharesChange vs previous 13F +780 shares
0.1% of the 13F portfolio, value $2,959,262.
13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,555 sharesChange vs previous 13F +1,429 shares
0.09% of the 13F portfolio, value $2,752,729.
13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 54,126 sharesChange vs previous 13F -98 shares
0.09% of the 13F portfolio, value $2,523,898.
13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 54,224 sharesChange vs previous 13F +2,462 shares
0.09% of the 13F portfolio, value $2,730,719.
13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 51,762 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,460,782.
13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).