KPP Advisory Services LLC EQRR PROSHARES EQUITIES

Ownership history in KPP Advisory Services LLC  ·  9 quarters on record

AI Ownership Summary

KPP Advisory Services LLC reported PROSHARES EQUITIES (EQRR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows EQRR at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KPP Advisory Services LLC's position in PROSHARES EQUITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EQRR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KPP Advisory Services LLC held EQRR — position size vs. price
% of Fund (quarterly)    EQRR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,915 -1,512 -13.2% 0.10% $689K 2026-04-24 $74.39
2025 Q4 ADDED 11,427 +46 +0.4% 0.11% $735K 2026-02-02 $67.20
2025 Q3 REDUCED 11,381 -262 -2.3% 0.11% $719K 2025-11-03 $62.59
2025 Q1 REDUCED 11,643 -238 -2.0% 0.13% $688K 2025-04-23 $54.09
2024 Q4 REDUCED 11,881 -402 -3.3% 0.16% $674K 2025-01-24 $58.31
2024 Q3 ADDED 12,283 +1,976 +19.2% 0.17% $711K 2024-11-06 $59.53
2024 Q2 ADDED 10,307 +357 +3.6% 0.16% $601K 2024-08-27 $56.25
2024 Q1 REDUCED 13.3% -4.7% 9,950 -1,529 -13.3% 0.17% $610K 2024-05-14 $57.49
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KPP Advisory Services LLC and EQRR

These are the practical questions this page is built to answer before you even open the full history table.

How long has KPP Advisory Services LLC reported owning EQRR?

KPP Advisory Services LLC reported EQRR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EQRR position in KPP Advisory Services LLC's portfolio?

The largest reported portfolio weight for EQRR was 0.17% in 2024 Q3.

What is the latest reported EQRR position on this page?

The most recent filing on this page is 2026 Q1, when KPP Advisory Services LLC reported 9,915 shares, equal to 0.10% of portfolio, with an estimated market value of $689K.

What does the chart on this EQRR ownership page compare?

The chart compares KPP Advisory Services LLC's quarterly EQRR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KPP Advisory Services LLC time their EQRR position?

Based on 13F filing dates vs. subsequent EQRR price moves, KPP Advisory Services LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on EQRR relative to SPY over the holding period was -1.9%.

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