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Disclosery

KPP Advisory Services LLC: IWV position timeline

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

KPP Advisory Services LLC held 921 IWV 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 921 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $392,810.

    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 921 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $341,395.

    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 921 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $356,211.

    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 971 shares
    Change vs previous 13F +317 shares

    0.05% of the 13F portfolio, value $367,765.

    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 654 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $229,646.

    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).