Skip to content
Disclosery

KKM Financial LLC: IYW position timeline

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

KKM Financial LLC held 11,857 IYW 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 11,857 shares
    Change vs previous 13F -1,648 shares

    0.41% of the 13F portfolio, value $2,990,691.

    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 13,505 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,696,678.

    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 13,505 shares
    Change vs previous 13F -689 shares

    0.48% of the 13F portfolio, value $2,696,678.

    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 14,194 shares
    Change vs previous 13F -302 shares

    0.87% of the 13F portfolio, value $2,780,037.

    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 14,496 shares
    Change vs previous 13F -1,709 shares

    0.87% of the 13F portfolio, value $2,511,722.

    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 16,205 shares
    Change vs previous 13F -2,646 shares

    0.96% of the 13F portfolio, value $2,275,830.

    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 18,851 shares
    Change vs previous 13F -3,644 shares

    1.25% of the 13F portfolio, value $3,007,112.

    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 22,495 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,410,692.

    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).