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Disclosery

KKM Financial LLC: EPD position timeline

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

KKM Financial LLC held 224,298 EPD 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 224,298 shares
    Change vs previous 13F +77,818 shares

    1.13% of the 13F portfolio, value $8,245,194.

    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 146,480 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $4,696,149.

    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 146,480 shares
    Change vs previous 13F +21,478 shares

    0.83% of the 13F portfolio, value $4,696,149.

    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 125,002 shares
    Change vs previous 13F +22,603 shares

    1.23% of the 13F portfolio, value $3,908,813.

    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 102,399 shares
    Change vs previous 13F +25,793 shares

    1.1% of the 13F portfolio, value $3,175,393.

    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 76,606 shares
    Change vs previous 13F -5,128 shares

    1.11% of the 13F portfolio, value $2,615,329.

    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 81,734 shares
    Change vs previous 13F +3,747 shares

    1.07% of the 13F portfolio, value $2,563,178.

    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 77,987 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,270,202.

    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).