Skip to content
Disclosery

KPP Advisory Services LLC: IVW position timeline

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

KPP Advisory Services LLC held 17,954 IVW 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 17,954 shares
    Change vs previous 13F +131 shares

    0.31% of the 13F portfolio, value $2,469,223.

    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 17,823 shares
    Change vs previous 13F -752 shares

    0.29% of the 13F portfolio, value $2,015,961.

    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 18,575 shares
    Change vs previous 13F -10,175 shares

    0.33% of the 13F portfolio, value $2,289,551.

    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 28,750 shares
    Change vs previous 13F -6,784 shares

    0.52% of the 13F portfolio, value $3,470,700.

    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 35,534 shares
    Change vs previous 13F +2,307 shares

    0.65% of the 13F portfolio, value $3,912,295.

    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 33,227 shares
    Change vs previous 13F -629 shares

    0.59% of the 13F portfolio, value $3,084,463.

    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 33,856 shares
    Change vs previous 13F -8,429 shares

    0.81% of the 13F portfolio, value $3,437,406.

    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 42,285 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,048,799.

    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).