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Disclosery

KKM Financial LLC: XLK position timeline

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

KKM Financial LLC held 31,824 XLK 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 31,824 shares
    Change vs previous 13F -1,648 shares

    0.83% of the 13F portfolio, value $6,063,070.

    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 33,472 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $4,818,910.

    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 33,472 shares
    Change vs previous 13F +16,042 shares

    0.86% of the 13F portfolio, value $4,818,910.

    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 17,430 shares
    Change vs previous 13F -1,942 shares

    1.54% of the 13F portfolio, value $4,912,786.

    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 19,372 shares
    Change vs previous 13F +624 shares

    1.74% of the 13F portfolio, value $5,017,803.

    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 18,748 shares
    Change vs previous 13F +173 shares

    1.7% of the 13F portfolio, value $4,009,399.

    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 18,575 shares
    Change vs previous 13F +12,330 shares

    1.79% of the 13F portfolio, value $4,300,428.

    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 6,245 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,409,846.

    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).