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Disclosery

KKM Financial LLC: IAK position timeline

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

KKM Financial LLC held 3,152 IAK 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 3,152 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $443,045.

    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 3,212 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $437,314.

    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 3,212 shares
    Change vs previous 13F -3,646 shares

    0.08% of the 13F portfolio, value $437,314.

    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 6,858 shares
    Change vs previous 13F -2,203 shares

    0.29% of the 13F portfolio, value $919,186.

    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 9,061 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,218,342.

    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 9,061 shares
    Change vs previous 13F -38 shares

    0.53% of the 13F portfolio, value $1,248,696.

    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 9,099 shares
    Change vs previous 13F -49 shares

    0.48% of the 13F portfolio, value $1,150,751.

    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 9,148 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,180,549.

    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).