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Disclosery

KKM Financial LLC: XLC position timeline

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

KKM Financial LLC held 17,520 XLC 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 17,520 shares
    Change vs previous 13F +849 shares

    0.26% of the 13F portfolio, value $1,876,894.

    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 16,671 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,962,461.

    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 16,671 shares
    Change vs previous 13F +4,611 shares

    0.35% of the 13F portfolio, value $1,962,461.

    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 12,060 shares
    Change vs previous 13F -1,049 shares

    0.45% of the 13F portfolio, value $1,427,592.

    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 13,109 shares
    Change vs previous 13F +3,519 shares

    0.49% of the 13F portfolio, value $1,419,922.

    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 9,590 shares
    Change vs previous 13F -206 shares

    0.39% of the 13F portfolio, value $931,549.

    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 9,796 shares
    Change vs previous 13F +5,448 shares

    0.41% of the 13F portfolio, value $984,401.

    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 4,348 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $393,082.

    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).