Ownership history in KPP Advisory Services LLC · 10 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in INVESCO QQQ (QQQ). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,581 | -814 | -2.0% | 3.62% | $24.9M | $614.31 |
| 2025 Q3 | ADDED | 41,395 | +38,486 | +1323.0% | 3.68% | $24.9M | $599.60 |
| 2025 Q2 | REDUCED | 2,909 | -56,303 | -95.1% | 0.40% | $1.6M | $550.29 |
| 2025 Q1 | ADDED | 59,212 | +16,733 | +39.4% | 5.27% | $27.8M | $467.25 |
| 2024 Q4 | ADDED | 42,479 | +1,712 | +4.2% | 5.12% | $21.7M | $508.65 |
| 2024 Q3 | REDUCED | 40,767 | -3,732 | -8.4% | 4.77% | $19.9M | $484.83 |
| 2024 Q2 | REDUCED | 44,499 | -2,247 | -4.8% | 5.67% | $21.3M | $475.26 |
| 2024 Q1 | ADDED | 46,746 | +45,883 | +5316.7% | 5.70% | $20.8M | $439.74 |
| 2023 Q4 | REDUCED | 863 | -49,552 | -98.3% | 0.31% | $353K | $405.05 |
| 2023 Q3 | INITIATED | 50,415 | — | — | 5.96% | $18.1M | — |
As of 2025 Q4 — sorted by position size