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Disclosery

KKM Financial LLC: IYT position timeline

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

KKM Financial LLC held 9,269 IYT 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 9,269 shares
    Change vs previous 13F -1,991 shares

    0.11% of the 13F portfolio, value $804,086.

    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 11,260 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $838,982.

    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 11,260 shares
    Change vs previous 13F -5,269 shares

    0.15% of the 13F portfolio, value $838,982.

    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 16,529 shares
    Change vs previous 13F -536 shares

    0.37% of the 13F portfolio, value $1,185,295.

    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 17,065 shares
    Change vs previous 13F -5,658 shares

    0.4% of the 13F portfolio, value $1,164,177.

    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 22,723 shares
    Change vs previous 13F -4,392 shares

    0.61% of the 13F portfolio, value $1,449,072.

    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 27,115 shares
    Change vs previous 13F -8,076 shares

    0.78% of the 13F portfolio, value $1,861,295.

    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 35,191 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,425,012.

    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).