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Disclosery

KKM Financial LLC: IGV position timeline

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

KKM Financial LLC held 33,753 IGV 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 33,753 shares
    Change vs previous 13F -10,554 shares

    0.42% of the 13F portfolio, value $3,058,022.

    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 44,307 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $4,682,807.

    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 44,307 shares
    Change vs previous 13F -2,451 shares

    0.83% of the 13F portfolio, value $4,682,807.

    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 46,758 shares
    Change vs previous 13F +1,397 shares

    1.69% of the 13F portfolio, value $5,377,638.

    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 45,361 shares
    Change vs previous 13F -3,885 shares

    1.74% of the 13F portfolio, value $4,990,680.

    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 49,246 shares
    Change vs previous 13F -627 shares

    1.93% of the 13F portfolio, value $4,557,607.

    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 49,873 shares
    Change vs previous 13F +10,902 shares

    2.11% of the 13F portfolio, value $5,057,031.

    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 38,971 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,482,838.

    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).