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Disclosery

KKM Financial LLC: F position timeline

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

KKM Financial LLC held 509,182 F 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 509,182 shares
    Change vs previous 13F +51,965 shares

    0.97% of the 13F portfolio, value $7,077,630.

    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 457,217 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $5,998,687.

    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 457,217 shares
    Change vs previous 13F +73,923 shares

    1.06% of the 13F portfolio, value $5,998,687.

    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 383,294 shares
    Change vs previous 13F +95,374 shares

    1.44% of the 13F portfolio, value $4,584,196.

    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 287,920 shares
    Change vs previous 13F +57,874 shares

    1.09% of the 13F portfolio, value $3,123,932.

    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 230,046 shares
    Change vs previous 13F +62,475 shares

    0.98% of the 13F portfolio, value $2,307,361.

    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 167,571 shares
    Change vs previous 13F +2,890 shares

    0.69% of the 13F portfolio, value $1,658,953.

    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 164,681 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,739,031.

    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).