KPP Advisory Services LLC OBIL β€” RBB FD INC

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

AI Ownership Summary

KPP Advisory Services LLC reported RBB FD INC (OBIL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows OBIL at 0.13% 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 OBIL 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 RBB FD INC, 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 Q2

OBIL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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 Q3 to 2026 Q2

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 OBIL β€” position size vs. price
% of Fund (quarterly)    OBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 21,273 β€” 0% 0.13% $1.1M 2026-07-24 $nan
2026 Q1 REDUCED β€” β€” β€” 21,273 -59 -0.3% 0.15% $1.1M 2026-04-24 $49.76
2025 Q3 INITIATED β€” β€” β€” 21,332 β€” β€” 0.16% $1.1M 2025-11-03 $48.96

FAQ About KPP Advisory Services LLC and OBIL

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 OBIL?

KPP Advisory Services LLC reported OBIL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for OBIL was 0.16% in 2025 Q3.

What is the latest reported OBIL position on this page?

The most recent filing on this page is 2026 Q2, when KPP Advisory Services LLC reported 21,273 shares, equal to 0.13% of portfolio, with an estimated market value of $1.1M.

What does the chart on this OBIL ownership page compare?

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

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