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Disclosery

KPP Advisory Services LLC: DFUS position timeline

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

KPP Advisory Services LLC held 218,892 DFUS 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 218,892 shares
    Change vs previous 13F +6,059 shares

    2.27% of the 13F portfolio, value $17,936,005.

    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 212,833 shares
    Change vs previous 13F +15,239 shares

    2.19% of the 13F portfolio, value $15,092,004.

    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 197,594 shares
    Change vs previous 13F +12,592 shares

    2.13% of the 13F portfolio, value $14,655,557.

    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 185,002 shares
    Change vs previous 13F +9,678 shares

    1.99% of the 13F portfolio, value $13,401,566.

    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 175,324 shares
    Change vs previous 13F +9,798 shares

    1.94% of the 13F portfolio, value $11,750,220.

    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 165,526 shares
    Change vs previous 13F +66,224 shares

    1.9% of the 13F portfolio, value $10,010,998.

    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 99,302 shares
    Change vs previous 13F +3,013 shares

    1.49% of the 13F portfolio, value $6,330,538.

    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 96,289 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,989,207.

    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).