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Disclosery

KPP Advisory Services LLC: OEF position timeline

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

KPP Advisory Services LLC held 886 OEF 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 886 shares
    Change vs previous 13F -27 shares

    0.04% of the 13F portfolio, value $324,162.

    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 913 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $290,398.

    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 913 shares
    Change vs previous 13F -4,794 shares

    0.05% of the 13F portfolio, value $313,132.

    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 5,707 shares
    Change vs previous 13F -2,097 shares

    0.28% of the 13F portfolio, value $1,899,518.

    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 7,804 shares
    Change vs previous 13F +801 shares

    0.39% of the 13F portfolio, value $2,375,151.

    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 7,003 shares
    Change vs previous 13F +275 shares

    0.36% of the 13F portfolio, value $1,896,620.

    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 6,728 shares
    Change vs previous 13F -2,559 shares

    0.46% of the 13F portfolio, value $1,943,386.

    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 9,287 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,570,272.

    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).