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Disclosery

KPP Advisory Services LLC: SDVY position timeline

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

KPP Advisory Services LLC held 169,797 SDVY 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 169,797 shares
    Change vs previous 13F +1,219 shares

    0.93% of the 13F portfolio, value $7,325,055.

    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 168,578 shares
    Change vs previous 13F -10,610 shares

    0.97% of the 13F portfolio, value $6,647,022.

    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 179,188 shares
    Change vs previous 13F -5,529 shares

    1% of the 13F portfolio, value $6,866,486.

    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 184,717 shares
    Change vs previous 13F +143,774 shares

    1.04% of the 13F portfolio, value $7,022,837.

    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 40,943 shares
    Change vs previous 13F -41,202 shares

    0.24% of the 13F portfolio, value $1,444,466.

    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 82,145 shares
    Change vs previous 13F +11,158 shares

    0.52% of the 13F portfolio, value $2,751,962.

    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 70,987 shares
    Change vs previous 13F +4,100 shares

    0.6% of the 13F portfolio, value $2,544,914.

    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 66,887 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,433,357.

    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).