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Disclosery

KKM Financial LLC: IYJ position timeline

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

KKM Financial LLC held 8,640 IYJ 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 8,640 shares
    Change vs previous 13F -5,086 shares

    0.2% of the 13F portfolio, value $1,439,856.

    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 13,726 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,033,781.

    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 13,726 shares
    Change vs previous 13F +56 shares

    0.36% of the 13F portfolio, value $2,033,781.

    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 13,670 shares
    Change vs previous 13F -3,823 shares

    0.63% of the 13F portfolio, value $1,994,111.

    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 17,493 shares
    Change vs previous 13F -1,819 shares

    0.87% of the 13F portfolio, value $2,489,429.

    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 19,312 shares
    Change vs previous 13F -766 shares

    1.06% of the 13F portfolio, value $2,514,036.

    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 20,078 shares
    Change vs previous 13F -4,106 shares

    1.12% of the 13F portfolio, value $2,680,815.

    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 24,184 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,232,675.

    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).