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Disclosery

KKM Financial LLC: MSFT position timeline

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

KKM Financial LLC held 46,104 MSFT 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 46,104 shares
    Change vs previous 13F +28,081 shares

    2.66% of the 13F portfolio, value $19,408,643.

    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 18,023 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $8,716,348.

    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 18,023 shares
    Change vs previous 13F +1,439 shares

    1.55% of the 13F portfolio, value $8,716,348.

    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 16,584 shares
    Change vs previous 13F +1,807 shares

    2.7% of the 13F portfolio, value $8,589,705.

    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 14,777 shares
    Change vs previous 13F +1,633 shares

    2.57% of the 13F portfolio, value $7,382,550.

    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 13,144 shares
    Change vs previous 13F +166 shares

    2.11% of the 13F portfolio, value $4,988,132.

    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 12,978 shares
    Change vs previous 13F +1,114 shares

    2.28% of the 13F portfolio, value $5,461,968.

    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 11,864 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $5,104,942.

    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).