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Disclosery

KPP Advisory Services LLC: IVV position timeline

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

KPP Advisory Services LLC held 15,576 IVV 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 15,576 shares
    Change vs previous 13F -2,151 shares

    1.48% of the 13F portfolio, value $11,664,725.

    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 17,727 shares
    Change vs previous 13F -13,010 shares

    1.68% of the 13F portfolio, value $11,579,715.

    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 30,737 shares
    Change vs previous 13F -2,773 shares

    3.06% of the 13F portfolio, value $21,053,301.

    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 33,510 shares
    Change vs previous 13F -1,825 shares

    3.33% of the 13F portfolio, value $22,428,162.

    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 35,335 shares
    Change vs previous 13F +516 shares

    3.62% of the 13F portfolio, value $21,939,731.

    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 34,819 shares
    Change vs previous 13F +33,463 shares

    3.72% of the 13F portfolio, value $19,564,781.

    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 1,356 shares
    Change vs previous 13F -20 shares

    0.19% of the 13F portfolio, value $798,123.

    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 1,376 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $793,938.

    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).