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Disclosery

KPP Advisory Services LLC: IYW position timeline

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

KPP Advisory Services LLC held 1,182 IYW 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 1,182 shares
    Change vs previous 13F -5,316 shares

    0.04% of the 13F portfolio, value $298,031.

    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 6,498 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $1,178,817.

    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 6,402 shares
    Change vs previous 13F -612 shares

    0.19% of the 13F portfolio, value $1,278,438.

    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 7,014 shares
    Change vs previous 13F -178 shares

    0.2% of the 13F portfolio, value $1,373,812.

    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 7,192 shares
    Change vs previous 13F -58 shares

    0.21% of the 13F portfolio, value $1,246,154.

    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 7,250 shares
    Change vs previous 13F +356 shares

    0.19% of the 13F portfolio, value $1,018,190.

    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 6,894 shares
    Change vs previous 13F +379 shares

    0.26% of the 13F portfolio, value $1,099,659.

    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 6,515 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $987,858.

    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).