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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

KMB holding history

Kimberly Clark Corp in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KMB overviewAll 13F holders of KMBFull Q3 2022 holdings

Shares (Q3 2022)
27,506
Value
$3.10M
% of portfolio
0.8%
Quarters held
7
Since Q1 2021
Holdings of KMB by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202227,506$3.10M0.8%−97−0.4%ReducedHolders
Q2 202227,603$3.73M1.0%+1,140+4.3%AddedHolders
Q1 202226,463$3.26M0.8%−6,393−19.5%ReducedHolders
Q4 202132,856$4.70M1.1%−531−1.6%ReducedHolders
Q3 202133,387$4.42M1.1%+1,236+3.8%AddedHolders
Q2 202132,151$4.30M1.1%+2,013+6.7%AddedHolders
Q1 202130,138$4.19M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.