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KCM INVESTMENT ADVISORS LLC: VFH position timeline

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

KCM INVESTMENT ADVISORS LLC held 200,509 VFH 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 200,509 shares
    Change vs previous 13F +7,025 shares

    0.78% of the 13F portfolio, value $26,386,971.

    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 193,484 shares
    Change vs previous 13F -9,630 shares

    0.78% of the 13F portfolio, value $23,374,749.

    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 203,114 shares
    Change vs previous 13F -1,167 shares

    0.87% of the 13F portfolio, value $27,113,747.

    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 204,281 shares
    Change vs previous 13F -139,579 shares

    0.86% of the 13F portfolio, value $26,809,835.

    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 343,860 shares
    Change vs previous 13F -4,297 shares

    1.47% of the 13F portfolio, value $43,773,399.

    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 348,157 shares
    Change vs previous 13F +5,945 shares

    1.49% of the 13F portfolio, value $41,594,306.

    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 342,212 shares
    Change vs previous 13F -16,786 shares

    1.39% of the 13F portfolio, value $40,404,990.

    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 358,998 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $39,457,516.

    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).