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Disclosery

KPP Advisory Services LLC: FEX position timeline

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

KPP Advisory Services LLC held 30,188 FEX 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 30,188 shares
    Change vs previous 13F +234 shares

    0.54% of the 13F portfolio, value $4,222,562.

    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 29,954 shares
    Change vs previous 13F -1,863 shares

    0.53% of the 13F portfolio, value $3,652,262.

    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 31,817 shares
    Change vs previous 13F +339 shares

    0.55% of the 13F portfolio, value $3,774,009.

    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 31,478 shares
    Change vs previous 13F +486 shares

    0.55% of the 13F portfolio, value $3,677,252.

    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 30,992 shares
    Change vs previous 13F +2,075 shares

    0.56% of the 13F portfolio, value $3,407,859.

    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 28,917 shares
    Change vs previous 13F -585 shares

    0.56% of the 13F portfolio, value $2,962,867.

    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 29,502 shares
    Change vs previous 13F +847 shares

    0.73% of the 13F portfolio, value $3,076,942.

    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 28,655 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,984,984.

    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).