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KKM Financial LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KKM Financial LLC on BRK-B, newest first. How the timeline and the estimate are built.

KKM Financial LLC held 15,896 BRK-B 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 15,896 shares
    Change vs previous 13F +2,447 shares

    1.09% of the 13F portfolio, value $7,954,199.

    13F-HR 0002001943-26-000003 filed by KKM Financial 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 13,449 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $6,760,140.

    13F-HR 0002001943-26-000002 filed by KKM Financial 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 13,449 shares
    Change vs previous 13F +1,512 shares

    1.2% of the 13F portfolio, value $6,760,140.

    13F-HR 0002001943-26-000001 filed by KKM Financial 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 11,937 shares
    Change vs previous 13F +1,576 shares

    1.89% of the 13F portfolio, value $6,001,207.

    13F-HR 0002001943-25-000010 filed by KKM Financial 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 10,361 shares
    Change vs previous 13F +1,854 shares

    1.75% of the 13F portfolio, value $5,033,063.

    13F-HR 0002001943-25-000003 filed by KKM Financial 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 8,507 shares
    Change vs previous 13F -382 shares

    1.92% of the 13F portfolio, value $4,530,658.

    13F-HR 0002001943-25-000002 filed by KKM Financial 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 8,889 shares
    Change vs previous 13F +310 shares

    1.68% of the 13F portfolio, value $4,029,206.

    13F-HR 0002001943-25-000001 filed by KKM Financial 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 8,579 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,948,571.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).