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KPP Advisory Services LLC: CL position timeline

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

KPP Advisory Services LLC held 8,992 CL 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 8,992 shares
    Change vs previous 13F -1,235 shares

    0.1% of the 13F portfolio, value $824,387.

    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 10,227 shares
    Change vs previous 13F +478 shares

    0.13% of the 13F portfolio, value $871,610.

    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 9,749 shares
    Change vs previous 13F -4,060 shares

    0.11% of the 13F portfolio, value $770,337.

    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 13,809 shares
    Change vs previous 13F +1,993 shares

    0.16% of the 13F portfolio, value $1,103,861.

    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 11,816 shares
    Change vs previous 13F +1,293 shares

    0.18% of the 13F portfolio, value $1,074,081.

    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 10,523 shares
    Change vs previous 13F +1,562 shares

    0.19% of the 13F portfolio, value $985,976.

    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 8,961 shares
    Change vs previous 13F +271 shares

    0.19% of the 13F portfolio, value $814,607.

    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 8,690 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $902,083.

    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).