Skip to content
Disclosery

KKM Financial LLC: IGM position timeline

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

KKM Financial LLC held 38,509 IGM 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 38,509 shares
    Change vs previous 13F -4,458 shares

    0.86% of the 13F portfolio, value $6,299,302.

    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 42,967 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $5,549,617.

    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 42,967 shares
    Change vs previous 13F -3,098 shares

    0.99% of the 13F portfolio, value $5,549,617.

    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 46,065 shares
    Change vs previous 13F -2,456 shares

    1.82% of the 13F portfolio, value $5,801,887.

    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 48,521 shares
    Change vs previous 13F -3,722 shares

    1.92% of the 13F portfolio, value $5,523,809.

    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 52,243 shares
    Change vs previous 13F -869 shares

    2.05% of the 13F portfolio, value $4,844,244.

    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 53,112 shares
    Change vs previous 13F +15,023 shares

    2.29% of the 13F portfolio, value $5,490,211.

    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 38,089 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,654,259.

    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).