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KCM INVESTMENT ADVISORS LLC: XLF position timeline

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

KCM INVESTMENT ADVISORS LLC held 868,463 XLF 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 868,463 shares
    Change vs previous 13F +8,430 shares

    1.38% of the 13F portfolio, value $46,558,297.

    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 860,033 shares
    Change vs previous 13F +16,300 shares

    1.41% of the 13F portfolio, value $42,459,849.

    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 843,733 shares
    Change vs previous 13F -33,007 shares

    1.48% of the 13F portfolio, value $46,211,281.

    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 876,740 shares
    Change vs previous 13F -18,818 shares

    1.52% of the 13F portfolio, value $47,230,007.

    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 895,558 shares
    Change vs previous 13F +16,126 shares

    1.57% of the 13F portfolio, value $46,900,360.

    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 879,432 shares
    Change vs previous 13F -869 shares

    1.57% of the 13F portfolio, value $43,804,533.

    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 880,301 shares
    Change vs previous 13F +2,688 shares

    1.47% of the 13F portfolio, value $42,544,934.

    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 877,613 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $39,773,422.

    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).