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Disclosery

KPP Advisory Services LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KPP Advisory Services LLC on AGG, newest first. How the timeline and the estimate are built.

KPP Advisory Services LLC held 3,350 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,350 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $331,607.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 3,474 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $344,815.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 3,534 shares
    Change vs previous 13F -861 shares

    0.05% of the 13F portfolio, value $352,996.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 4,395 shares
    Change vs previous 13F -210 shares

    0.07% of the 13F portfolio, value $440,619.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 4,605 shares
    Change vs previous 13F -729 shares

    0.08% of the 13F portfolio, value $456,825.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 5,334 shares
    Change vs previous 13F -2,993 shares

    0.1% of the 13F portfolio, value $527,658.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 8,327 shares
    Change vs previous 13F -396 shares

    0.19% of the 13F portfolio, value $806,911.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 8,723 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $883,362.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).