Skip to content
Disclosery

KPP Advisory Services LLC: ITOT position timeline

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

KPP Advisory Services LLC held 5,079 ITOT 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 5,079 shares
    Change vs previous 13F +36 shares

    0.11% of the 13F portfolio, value $834,329.

    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 5,043 shares
    Change vs previous 13F -817 shares

    0.1% of the 13F portfolio, value $718,276.

    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 5,860 shares
    Change vs previous 13F -658 shares

    0.13% of the 13F portfolio, value $871,321.

    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 6,518 shares
    Change vs previous 13F -186 shares

    0.14% of the 13F portfolio, value $949,348.

    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 6,704 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $905,307.

    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 6,704 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $817,955.

    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).