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Disclosery

KPP Advisory Services LLC: FWD position timeline

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

KPP Advisory Services LLC held 82,091 FWD 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 82,091 shares
    Change vs previous 13F +8,704 shares

    1.54% of the 13F portfolio, value $12,159,267.

    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 73,387 shares
    Change vs previous 13F +24,602 shares

    1.16% of the 13F portfolio, value $7,966,859.

    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 48,785 shares
    Change vs previous 13F +31,566 shares

    0.74% of the 13F portfolio, value $5,093,600.

    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 17,219 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,742,398.

    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).