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KPP Advisory Services LLC: CRM position timeline

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

KPP Advisory Services LLC held 12,124 CRM 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 12,124 shares
    Change vs previous 13F +329 shares

    0.24% of the 13F portfolio, value $1,899,409.

    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 11,795 shares
    Change vs previous 13F -322 shares

    0.32% of the 13F portfolio, value $2,201,703.

    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 12,117 shares
    Change vs previous 13F -136 shares

    0.47% of the 13F portfolio, value $3,209,957.

    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 12,253 shares
    Change vs previous 13F +555 shares

    0.43% of the 13F portfolio, value $2,903,899.

    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 11,698 shares
    Change vs previous 13F +1,340 shares

    0.53% of the 13F portfolio, value $3,189,898.

    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 10,358 shares
    Change vs previous 13F +2,983 shares

    0.53% of the 13F portfolio, value $2,779,662.

    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 7,375 shares
    Change vs previous 13F +36 shares

    0.58% of the 13F portfolio, value $2,465,752.

    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 7,339 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,008,836.

    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).