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Disclosery

KPP Advisory Services LLC: WFC position timeline

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

KPP Advisory Services LLC held 8,096 WFC 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 8,096 shares
    Change vs previous 13F -1,959 shares

    0.08% of the 13F portfolio, value $669,052.

    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 10,055 shares
    Change vs previous 13F +465 shares

    0.12% of the 13F portfolio, value $800,482.

    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 9,590 shares
    Change vs previous 13F +33 shares

    0.13% of the 13F portfolio, value $893,788.

    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 9,557 shares
    Change vs previous 13F -305 shares

    0.12% of the 13F portfolio, value $801,068.

    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 9,862 shares
    Change vs previous 13F -4 shares

    0.13% of the 13F portfolio, value $790,143.

    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 9,866 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $708,284.

    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).