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Disclosery

KPP Advisory Services LLC: XLE position timeline

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

KPP Advisory Services LLC held 5,623 XLE 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 5,623 shares
    Change vs previous 13F +313 shares

    0.04% of the 13F portfolio, value $298,649.

    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 5,310 shares
    Change vs previous 13F +414 shares

    0.05% of the 13F portfolio, value $325,311.

    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 4,896 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,912.

    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).