Skip to content
Disclosery

KKM Financial LLC: IYF position timeline

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

KKM Financial LLC held 25,284 IYF 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 25,284 shares
    Change vs previous 13F -6,875 shares

    0.44% of the 13F portfolio, value $3,223,963.

    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 32,159 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $4,146,259.

    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 32,159 shares
    Change vs previous 13F +119 shares

    0.74% of the 13F portfolio, value $4,146,259.

    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 32,040 shares
    Change vs previous 13F -94 shares

    1.28% of the 13F portfolio, value $4,057,545.

    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 32,134 shares
    Change vs previous 13F -2,028 shares

    1.35% of the 13F portfolio, value $3,889,465.

    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 34,162 shares
    Change vs previous 13F -1,060 shares

    1.63% of the 13F portfolio, value $3,863,560.

    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 35,222 shares
    Change vs previous 13F +13,246 shares

    1.68% of the 13F portfolio, value $4,019,102.

    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 21,976 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,283,306.

    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).