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Disclosery

KKM Financial LLC: IYC position timeline

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

KKM Financial LLC held 8,275 IYC 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 8,275 shares
    Change vs previous 13F -2,259 shares

    0.11% of the 13F portfolio, value $836,603.

    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 10,534 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,086,371.

    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 10,534 shares
    Change vs previous 13F +1,736 shares

    0.19% of the 13F portfolio, value $1,086,371.

    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 8,798 shares
    Change vs previous 13F -895 shares

    0.29% of the 13F portfolio, value $922,030.

    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 9,693 shares
    Change vs previous 13F -866 shares

    0.34% of the 13F portfolio, value $965,811.

    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 10,559 shares
    Change vs previous 13F +337 shares

    0.39% of the 13F portfolio, value $932,624.

    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 10,222 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $982,743.

    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 10,222 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $898,923.

    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).