HPI β€” HANCOCK JOHN PFD INCOME FD

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

AI Ownership Summary

KPP Advisory Services LLC reported HANCOCK JOHN PFD INCOME FD (HPI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows HPI at 0.06% 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.

What this HPI 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 HANCOCK JOHN PFD INCOME FD, 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
2025 Q4

HPI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 HPI β€” position size vs. price
% of Fund (quarterly)    HPI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 23,460 β€” 0% 0.06% $380K 2026-02-14 (Est.) $16.15
2025 Q3 ADDED 23,460 +10,000 +74.3% 0.06% $407K 2025-11-03 $16.69
2025 Q2 INITIATED 13,460 β€” β€” 0.05% $215K 2025-07-23 $14.94

FAQ About KPP Advisory Services LLC and HPI

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 HPI?

KPP Advisory Services LLC reported HPI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

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

The largest reported portfolio weight for HPI was 0.06% in 2025 Q3.

What is the latest reported HPI position on this page?

The most recent filing on this page is 2025 Q4, when KPP Advisory Services LLC reported 23,460 shares, equal to 0.06% of portfolio, with an estimated market value of $380K.

What does the chart on this HPI ownership page compare?

The chart compares KPP Advisory Services LLC's quarterly HPI 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.

← Back to KPP Advisory Services LLC Holdings