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Disclosery

KKM Financial LLC: ITA position timeline

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

KKM Financial LLC held 3,484 ITA 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 3,484 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $844,591.

    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 3,614 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $775,890.

    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 3,614 shares
    Change vs previous 13F -198 shares

    0.14% of the 13F portfolio, value $775,890.

    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 3,812 shares
    Change vs previous 13F -1,200 shares

    0.25% of the 13F portfolio, value $797,699.

    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 5,012 shares
    Change vs previous 13F -50 shares

    0.33% of the 13F portfolio, value $945,464.

    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 5,062 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $774,992.

    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 5,062 shares
    Change vs previous 13F -46 shares

    0.31% of the 13F portfolio, value $735,762.

    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 5,108 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $764,361.

    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).