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Disclosery

KKM Financial LLC: XLI position timeline

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

KKM Financial LLC held 17,312 XLI 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 17,312 shares
    Change vs previous 13F -3,978 shares

    0.44% of the 13F portfolio, value $3,206,632.

    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 21,290 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $3,302,574.

    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 21,290 shares
    Change vs previous 13F -3,989 shares

    0.59% of the 13F portfolio, value $3,302,574.

    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 25,279 shares
    Change vs previous 13F -155 shares

    1.23% of the 13F portfolio, value $3,898,778.

    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 25,434 shares
    Change vs previous 13F -871 shares

    1.33% of the 13F portfolio, value $3,816,174.

    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 26,305 shares
    Change vs previous 13F +181 shares

    1.49% of the 13F portfolio, value $3,533,917.

    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 26,124 shares
    Change vs previous 13F +18,177 shares

    1.47% of the 13F portfolio, value $3,533,402.

    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 7,947 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,076,339.

    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).