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Disclosery

KPP Advisory Services LLC: SPDW position timeline

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

KPP Advisory Services LLC held 11,082 SPDW 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 11,082 shares
    Change vs previous 13F +350 shares

    0.07% of the 13F portfolio, value $558,438.

    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 10,732 shares
    Change vs previous 13F -143 shares

    0.07% of the 13F portfolio, value $489,907.

    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 10,875 shares
    Change vs previous 13F +325 shares

    0.07% of the 13F portfolio, value $482,951.

    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 10,550 shares
    Change vs previous 13F +954 shares

    0.07% of the 13F portfolio, value $451,449.

    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 9,596 shares
    Change vs previous 13F +3,185 shares

    0.06% of the 13F portfolio, value $388,555.

    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 6,411 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $233,439.

    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).