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Disclosery

KKM Financial LLC: CVS position timeline

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

KKM Financial LLC held 88,558 CVS 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 88,558 shares
    Change vs previous 13F +4,502 shares

    1.26% of the 13F portfolio, value $9,161,325.

    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 84,056 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $6,670,684.

    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 84,056 shares
    Change vs previous 13F +13,786 shares

    1.18% of the 13F portfolio, value $6,670,684.

    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 70,270 shares
    Change vs previous 13F +19,794 shares

    1.67% of the 13F portfolio, value $5,297,655.

    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 50,476 shares
    Change vs previous 13F +8,521 shares

    1.21% of the 13F portfolio, value $3,481,834.

    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 41,955 shares
    Change vs previous 13F +17,461 shares

    1.2% of the 13F portfolio, value $2,842,451.

    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 24,494 shares
    Change vs previous 13F -2,527 shares

    0.46% of the 13F portfolio, value $1,099,536.

    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 27,021 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,699,080.

    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).