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Disclosery

KKM Financial LLC: META position timeline

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

KKM Financial LLC held 21,303 META 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 21,303 shares
    Change vs previous 13F +11,042 shares

    1.64% of the 13F portfolio, value $11,949,167.

    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 10,261 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $6,773,183.

    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 10,261 shares
    Change vs previous 13F -7,420 shares

    1.2% of the 13F portfolio, value $6,773,183.

    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 17,681 shares
    Change vs previous 13F +629 shares

    4.08% of the 13F portfolio, value $12,984,573.

    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 17,052 shares
    Change vs previous 13F +1,855 shares

    4.38% of the 13F portfolio, value $12,585,911.

    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 15,197 shares
    Change vs previous 13F -234 shares

    3.7% of the 13F portfolio, value $8,758,943.

    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 15,431 shares
    Change vs previous 13F +2,301 shares

    3.77% of the 13F portfolio, value $9,035,005.

    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 13,130 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $7,516,137.

    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).