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Disclosery

KPP Advisory Services LLC: CGUS position timeline

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

KPP Advisory Services LLC held 50,377 CGUS 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 50,377 shares
    Change vs previous 13F +5,202 shares

    0.28% of the 13F portfolio, value $2,240,786.

    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 45,175 shares
    Change vs previous 13F +2,185 shares

    0.25% of the 13F portfolio, value $1,735,629.

    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 42,990 shares
    Change vs previous 13F +607 shares

    0.25% of the 13F portfolio, value $1,729,496.

    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 42,383 shares
    Change vs previous 13F +5,042 shares

    0.25% of the 13F portfolio, value $1,675,824.

    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 37,341 shares
    Change vs previous 13F +3,720 shares

    0.23% of the 13F portfolio, value $1,379,005.

    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 33,621 shares
    Change vs previous 13F -7,574 shares

    0.21% of the 13F portfolio, value $1,122,942.

    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 41,195 shares
    Change vs previous 13F -1,378 shares

    0.34% of the 13F portfolio, value $1,440,585.

    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 42,573 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,459,403.

    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).