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KPP Advisory Services LLC: XLG position timeline

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

KPP Advisory Services LLC held 173,685 XLG 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 173,685 shares
    Change vs previous 13F +6,785 shares

    1.35% of the 13F portfolio, value $10,634,752.

    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 166,900 shares
    Change vs previous 13F +5,807 shares

    1.32% of the 13F portfolio, value $9,104,404.

    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 161,093 shares
    Change vs previous 13F +19,949 shares

    1.39% of the 13F portfolio, value $9,549,592.

    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 141,144 shares
    Change vs previous 13F +6,530 shares

    1.21% of the 13F portfolio, value $8,118,607.

    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 134,614 shares
    Change vs previous 13F -9,513 shares

    1.16% of the 13F portfolio, value $7,013,397.

    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 144,127 shares
    Change vs previous 13F -23,649 shares

    1.26% of the 13F portfolio, value $6,632,741.

    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 167,776 shares
    Change vs previous 13F +6,997 shares

    1.98% of the 13F portfolio, value $8,382,081.

    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 160,779 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,641,849.

    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).