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Disclosery

KKM Financial LLC: CB position timeline

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

KKM Financial LLC held 24,254 CB 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 24,254 shares
    Change vs previous 13F +5,616 shares

    1.13% of the 13F portfolio, value $8,264,308.

    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 18,638 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $5,817,293.

    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 18,638 shares
    Change vs previous 13F +2,691 shares

    1.03% of the 13F portfolio, value $5,817,293.

    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 15,947 shares
    Change vs previous 13F +2,980 shares

    1.42% of the 13F portfolio, value $4,501,041.

    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 12,967 shares
    Change vs previous 13F +2,891 shares

    1.31% of the 13F portfolio, value $3,756,799.

    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 10,076 shares
    Change vs previous 13F -184 shares

    1.29% of the 13F portfolio, value $3,042,851.

    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 10,260 shares
    Change vs previous 13F +480 shares

    1.18% of the 13F portfolio, value $2,834,838.

    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 9,780 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,820,454.

    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).