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Disclosery

KPP Advisory Services LLC: EFG position timeline

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

KPP Advisory Services LLC held 5,713 EFG 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 5,713 shares
    Change vs previous 13F -1,434 shares

    0.09% of the 13F portfolio, value $710,785.

    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 7,147 shares
    Change vs previous 13F -3,611 shares

    0.12% of the 13F portfolio, value $796,016.

    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 10,758 shares
    Change vs previous 13F -688 shares

    0.18% of the 13F portfolio, value $1,225,600.

    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 11,446 shares
    Change vs previous 13F -1,434 shares

    0.19% of the 13F portfolio, value $1,303,486.

    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 12,880 shares
    Change vs previous 13F -827 shares

    0.24% of the 13F portfolio, value $1,442,579.

    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 13,707 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,370,700.

    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).