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Disclosery

KKM Financial LLC: ISPY position timeline

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

KKM Financial LLC held 5,171 ISPY 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 5,171 shares
    Change vs previous 13F -4,661 shares

    0.03% of the 13F portfolio, value $249,190.

    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 9,832 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $448,644.

    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 9,832 shares
    Change vs previous 13F -7,620 shares

    0.08% of the 13F portfolio, value $448,644.

    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 17,452 shares
    Change vs previous 13F +210 shares

    0.25% of the 13F portfolio, value $787,275.

    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 17,242 shares
    Change vs previous 13F -2,568 shares

    0.25% of the 13F portfolio, value $731,564.

    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 19,810 shares
    Change vs previous 13F +3,938 shares

    0.35% of the 13F portfolio, value $833,803.

    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 15,872 shares
    Change vs previous 13F +8,221 shares

    0.29% of the 13F portfolio, value $702,971.

    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 7,651 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $342,918.

    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).