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Disclosery

KPP Advisory Services LLC: UPS position timeline

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

KPP Advisory Services LLC held 5,932 UPS 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 5,932 shares
    Change vs previous 13F +94 shares

    0.08% of the 13F portfolio, value $637,698.

    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 5,838 shares
    Change vs previous 13F -4,814 shares

    0.08% of the 13F portfolio, value $574,374.

    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 10,652 shares
    Change vs previous 13F +105 shares

    0.15% of the 13F portfolio, value $1,056,549.

    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 10,547 shares
    Change vs previous 13F +157 shares

    0.13% of the 13F portfolio, value $880,996.

    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 10,390 shares
    Change vs previous 13F +719 shares

    0.17% of the 13F portfolio, value $1,048,736.

    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 9,671 shares
    Change vs previous 13F +9,671 shares

    0.2% of the 13F portfolio, value $1,063,731.

    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 0 shares
    Change vs previous 13F -1,530 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,530 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $208,601.

    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).