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Disclosery

KKM Financial LLC: DBEZ position timeline

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

KKM Financial LLC held 19,748 DBEZ 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 19,748 shares
    Change vs previous 13F +485 shares

    0.17% of the 13F portfolio, value $1,238,138.

    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 19,263 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,061,829.

    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 19,263 shares
    Change vs previous 13F +112 shares

    0.19% of the 13F portfolio, value $1,061,829.

    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 19,151 shares
    Change vs previous 13F +127 shares

    0.32% of the 13F portfolio, value $1,020,643.

    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 19,024 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $970,336.

    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 19,024 shares
    Change vs previous 13F +5,293 shares

    0.4% of the 13F portfolio, value $949,868.

    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 13,731 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $627,157.

    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 13,731 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $644,228.

    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).