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KCM INVESTMENT ADVISORS LLC: VPU position timeline

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

KCM INVESTMENT ADVISORS LLC held 35,355 VPU 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 35,355 shares
    Change vs previous 13F -287 shares

    0.21% of the 13F portfolio, value $6,920,045.

    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 35,642 shares
    Change vs previous 13F -972 shares

    0.23% of the 13F portfolio, value $7,062,117.

    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 36,614 shares
    Change vs previous 13F -448 shares

    0.22% of the 13F portfolio, value $6,775,065.

    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 37,062 shares
    Change vs previous 13F +330 shares

    0.23% of the 13F portfolio, value $7,019,924.

    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 36,732 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $6,483,575.

    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 36,682 shares
    Change vs previous 13F +534 shares

    0.23% of the 13F portfolio, value $6,265,662.

    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 36,148 shares
    Change vs previous 13F +412 shares

    0.2% of the 13F portfolio, value $5,907,315.

    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 35,736 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,219,860.

    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).