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Disclosery

KKM Financial LLC: SOXX position timeline

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

KKM Financial LLC held 14,772 SOXX 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 14,772 shares
    Change vs previous 13F -506 shares

    1.3% of the 13F portfolio, value $9,465,307.

    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 15,278 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $4,600,970.

    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 15,278 shares
    Change vs previous 13F +3,599 shares

    0.82% of the 13F portfolio, value $4,600,970.

    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 11,679 shares
    Change vs previous 13F -568 shares

    1% of the 13F portfolio, value $3,166,411.

    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 12,247 shares
    Change vs previous 13F -5,603 shares

    1.02% of the 13F portfolio, value $2,929,577.

    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 17,850 shares
    Change vs previous 13F -1,939 shares

    1.43% of the 13F portfolio, value $3,373,640.

    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 19,789 shares
    Change vs previous 13F +379 shares

    1.78% of the 13F portfolio, value $4,268,556.

    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 19,410 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $4,475,752.

    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).