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Disclosery

KPP Advisory Services LLC: SCHV position timeline

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

KPP Advisory Services LLC held 153,791 SCHV 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 153,791 shares
    Change vs previous 13F +6,417 shares

    0.68% of the 13F portfolio, value $5,353,442.

    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 147,374 shares
    Change vs previous 13F +1,475 shares

    0.65% of the 13F portfolio, value $4,494,922.

    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 145,899 shares
    Change vs previous 13F +14,477 shares

    0.63% of the 13F portfolio, value $4,320,068.

    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 131,422 shares
    Change vs previous 13F +6,330 shares

    0.57% of the 13F portfolio, value $3,825,681.

    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 125,092 shares
    Change vs previous 13F +4,565 shares

    0.57% of the 13F portfolio, value $3,461,284.

    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 120,527 shares
    Change vs previous 13F +8,636 shares

    0.61% of the 13F portfolio, value $3,203,611.

    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 111,891 shares
    Change vs previous 13F +76,721 shares

    0.69% of the 13F portfolio, value $2,916,989.

    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 35,170 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,826,616.

    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).