Skip to content
Disclosery

KCM INVESTMENT ADVISORS LLC: XLU position timeline

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

KCM INVESTMENT ADVISORS LLC held 299,863 XLU 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 299,863 shares
    Change vs previous 13F +162 shares

    0.4% of the 13F portfolio, value $13,595,798.

    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 299,701 shares
    Change vs previous 13F +21,071 shares

    0.46% of the 13F portfolio, value $13,753,261.

    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 278,630 shares
    Change vs previous 13F +144,059 shares

    0.38% of the 13F portfolio, value $11,894,708.

    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 134,571 shares
    Change vs previous 13F +4,379 shares

    0.38% of the 13F portfolio, value $11,735,910.

    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 130,192 shares
    Change vs previous 13F +2,992 shares

    0.36% of the 13F portfolio, value $10,631,469.

    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 127,200 shares
    Change vs previous 13F +8,777 shares

    0.36% of the 13F portfolio, value $10,029,737.

    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 118,423 shares
    Change vs previous 13F -2,706 shares

    0.31% of the 13F portfolio, value $8,963,461.

    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 121,129 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,784,771.

    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).