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Disclosery

KKM Financial LLC: WM position timeline

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

KKM Financial LLC held 34,772 WM 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 34,772 shares
    Change vs previous 13F +9,934 shares

    1.06% of the 13F portfolio, value $7,749,983.

    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 24,838 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $5,457,157.

    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 24,838 shares
    Change vs previous 13F +3,453 shares

    0.97% of the 13F portfolio, value $5,457,157.

    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 21,385 shares
    Change vs previous 13F +3,738 shares

    1.49% of the 13F portfolio, value $4,722,450.

    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 17,647 shares
    Change vs previous 13F +3,722 shares

    1.4% of the 13F portfolio, value $4,037,987.

    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 13,925 shares
    Change vs previous 13F -415 shares

    1.36% of the 13F portfolio, value $3,223,777.

    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 14,340 shares
    Change vs previous 13F +618 shares

    1.21% of the 13F portfolio, value $2,893,669.

    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 13,722 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,848,687.

    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).