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KCM INVESTMENT ADVISORS LLC: WM position timeline

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

KCM INVESTMENT ADVISORS LLC held 182,200 WM 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 182,200 shares
    Change vs previous 13F -2,864 shares

    1.21% of the 13F portfolio, value $40,608,746.

    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 185,064 shares
    Change vs previous 13F -4,572 shares

    1.41% of the 13F portfolio, value $42,525,867.

    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 189,636 shares
    Change vs previous 13F -1,495 shares

    1.34% of the 13F portfolio, value $41,664,935.

    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 191,131 shares
    Change vs previous 13F +84 shares

    1.36% of the 13F portfolio, value $42,207,468.

    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 191,047 shares
    Change vs previous 13F -1,893 shares

    1.47% of the 13F portfolio, value $43,715,385.

    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 192,940 shares
    Change vs previous 13F -1,836 shares

    1.6% of the 13F portfolio, value $44,667,549.

    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 194,776 shares
    Change vs previous 13F -292 shares

    1.36% of the 13F portfolio, value $39,303,858.

    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 195,068 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $40,496,126.

    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).