KKM Financial LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KKM Financial LLC on ORCL, newest first. How the timeline and the estimate are built.
KKM Financial LLC held 85,947 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 85,947 sharesChange vs previous 13F +49,678 shares
1.63% of the 13F portfolio, value $11,884,148.
13F-HR 0002001943-26-000003 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,269 sharesChange vs previous 13F 0 shares
1.26% of the 13F portfolio, value $7,069,191.
13F-HR 0002001943-26-000002 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,269 sharesChange vs previous 13F +6,235 shares
1.25% of the 13F portfolio, value $7,069,191.
13F-HR 0002001943-26-000001 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,034 sharesChange vs previous 13F +3,396 shares
2.66% of the 13F portfolio, value $8,446,762.
13F-HR 0002001943-25-000010 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,638 sharesChange vs previous 13F +6,672 shares
2.03% of the 13F portfolio, value $5,823,866.
13F-HR 0002001943-25-000003 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,966 sharesChange vs previous 13F -4,034 shares
1.18% of the 13F portfolio, value $2,791,446.
13F-HR 0002001943-25-000002 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,000 sharesChange vs previous 13F +1,076 shares
1.67% of the 13F portfolio, value $3,999,360.
13F-HR 0002001943-25-000001 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,924 sharesChange vs previous 13F not available
1.93% of the 13F portfolio, value $3,906,250.
13F-HR 0002001943-24-000006 filed by KKM Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).