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Disclosery

KPP Advisory Services LLC: SCHG position timeline

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

KPP Advisory Services LLC held 153,145 SCHG 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 153,145 shares
    Change vs previous 13F +8,519 shares

    0.66% of the 13F portfolio, value $5,182,416.

    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 144,626 shares
    Change vs previous 13F +2,728 shares

    0.61% of the 13F portfolio, value $4,212,962.

    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 141,898 shares
    Change vs previous 13F +11,237 shares

    0.67% of the 13F portfolio, value $4,628,713.

    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 130,661 shares
    Change vs previous 13F +3,288 shares

    0.62% of the 13F portfolio, value $4,169,410.

    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 127,373 shares
    Change vs previous 13F +1,193 shares

    0.61% of the 13F portfolio, value $3,720,578.

    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 126,180 shares
    Change vs previous 13F +5,992 shares

    0.6% of the 13F portfolio, value $3,159,544.

    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 120,188 shares
    Change vs previous 13F +90,329 shares

    0.79% of the 13F portfolio, value $3,349,650.

    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 29,859 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,110,708.

    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).