KCM INVESTMENT ADVISORS LLC: XLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on XLC, newest first. How the timeline and the estimate are built.
KCM INVESTMENT ADVISORS LLC held 505,901 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 505,901 sharesChange vs previous 13F +7,933 shares
1.61% of the 13F portfolio, value $54,197,126.
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 497,968 sharesChange vs previous 13F -35,018 shares
1.83% of the 13F portfolio, value $55,204,761.
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 532,986 sharesChange vs previous 13F -11,543 shares
2.01% of the 13F portfolio, value $62,743,095.
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 544,529 sharesChange vs previous 13F -172,953 shares
2.08% of the 13F portfolio, value $64,455,917.
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 717,482 sharesChange vs previous 13F +42,671 shares
2.61% of the 13F portfolio, value $77,868,368.
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 674,811 sharesChange vs previous 13F +29,326 shares
2.34% of the 13F portfolio, value $65,085,502.
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 645,485 sharesChange vs previous 13F +3,734 shares
2.15% of the 13F portfolio, value $62,489,379.
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 641,751 sharesChange vs previous 13F not available
1.97% of the 13F portfolio, value $58,014,334.
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).