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Disclosery

KPP Advisory Services LLC: SPY position timeline

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

KPP Advisory Services LLC held 1,898 SPY 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 1,898 shares
    Change vs previous 13F -225 shares

    0.18% of the 13F portfolio, value $1,417,371.

    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 2,123 shares
    Change vs previous 13F -354 shares

    0.2% of the 13F portfolio, value $1,380,669.

    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 2,477 shares
    Change vs previous 13F -4,969 shares

    0.25% of the 13F portfolio, value $1,689,121.

    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 7,446 shares
    Change vs previous 13F +1,389 shares

    0.74% of the 13F portfolio, value $4,960,376.

    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 6,057 shares
    Change vs previous 13F -232 shares

    0.62% of the 13F portfolio, value $3,742,073.

    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 6,289 shares
    Change vs previous 13F +4,426 shares

    0.67% of the 13F portfolio, value $3,517,735.

    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 1,863 shares
    Change vs previous 13F +10 shares

    0.26% of the 13F portfolio, value $1,092,122.

    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 1,853 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,063,360.

    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).