HPI — HANCOCK JOHN PFD INCOME FD

Ownership history in KPP Advisory Services LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in HANCOCK JOHN PFD INCOME FD (HPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 23,460 — 0% 0.06% $380K $15.94
2025 Q3 ADDED 23,460 +10,000 +74.3% 0.06% $407K $16.59
2025 Q2 INITIATED 13,460 — — 0.05% $215K $14.94
% of Fund (quarterly)    HPI price (monthly, adj. close)

Other funds also holding HPI

As of 2025 Q4 — sorted by position size

TSP Capital Management Group, LLC 3Y 7Y 0.51% Advisory Resource Group 3Y 7Y 0.29% SAM Advisors, LLC 3Y 0.16% Everstar Asset Management, LLC 0.12% J.W. COLE ADVISORS, INC. 3Y 0.05% LaSalle St. Investment Advisors, LLC 3Y 0.05% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02% Smallwood Wealth Investment Management, LLC 3Y 0.02% Avidian Wealth Enterprises, LLC 3Y 7Y 0.01% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 0.01%
← Back to KPP Advisory Services LLC Holdings