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Disclosery

KKM Financial LLC: IBM position timeline

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

KKM Financial LLC held 24,715 IBM 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 24,715 shares
    Change vs previous 13F +1,319 shares

    0.95% of the 13F portfolio, value $6,950,105.

    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 23,396 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $6,930,129.

    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 23,396 shares
    Change vs previous 13F +3,413 shares

    1.23% of the 13F portfolio, value $6,930,129.

    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 19,983 shares
    Change vs previous 13F +3,048 shares

    1.77% of the 13F portfolio, value $5,638,403.

    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 16,935 shares
    Change vs previous 13F +4,121 shares

    1.74% of the 13F portfolio, value $4,992,099.

    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 12,814 shares
    Change vs previous 13F -1,845 shares

    1.35% of the 13F portfolio, value $3,186,329.

    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 14,659 shares
    Change vs previous 13F +686 shares

    1.34% of the 13F portfolio, value $3,222,488.

    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 13,973 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,089,151.

    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).