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KPP Advisory Services LLC: FVD position timeline

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

KPP Advisory Services LLC held 76,225 FVD 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 76,225 shares
    Change vs previous 13F +2,140 shares

    0.47% of the 13F portfolio, value $3,672,524.

    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 74,085 shares
    Change vs previous 13F -5,267 shares

    0.51% of the 13F portfolio, value $3,484,227.

    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 79,352 shares
    Change vs previous 13F -749 shares

    0.53% of the 13F portfolio, value $3,656,563.

    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 80,101 shares
    Change vs previous 13F -233 shares

    0.55% of the 13F portfolio, value $3,703,869.

    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 80,334 shares
    Change vs previous 13F -2,752 shares

    0.59% of the 13F portfolio, value $3,590,952.

    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 83,086 shares
    Change vs previous 13F -3,214 shares

    0.7% of the 13F portfolio, value $3,704,783.

    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 86,300 shares
    Change vs previous 13F -2,103 shares

    0.89% of the 13F portfolio, value $3,766,141.

    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 88,403 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,021,436.

    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).