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Disclosery

KKM Financial LLC: SPY position timeline

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

KKM Financial LLC held 6,553 SPY 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 6,553 shares
    Change vs previous 13F -2,856 shares

    0.67% of the 13F portfolio, value $4,893,584.

    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 9,409 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $6,416,186.

    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 9,409 shares
    Change vs previous 13F -82 shares

    1.14% of the 13F portfolio, value $6,416,186.

    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 9,491 shares
    Change vs previous 13F -6,270 shares

    1.99% of the 13F portfolio, value $6,322,714.

    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 15,761 shares
    Change vs previous 13F +1,468 shares

    3.39% of the 13F portfolio, value $9,752,985.

    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 14,293 shares
    Change vs previous 13F +2,897 shares

    3.38% of the 13F portfolio, value $8,001,921.

    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 11,396 shares
    Change vs previous 13F +2,044 shares

    2.79% of the 13F portfolio, value $6,698,216.

    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 9,352 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,365,804.

    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).