KPP Advisory Services LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 688,581
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 328 | 688,581 | 13F-HR | KPP Advisory Services LLC |
| Q3 2025 | 11/3/2025 | 329 | 675,435 | 13F-HR | KPP Advisory Services LLC |
| Q2 2025 | 7/30/2025 | 308 | 606,202 | 13F-HR/A - RESTATEMENT | KPP Advisory Services LLC |
| Q2 2025 | 7/23/2025 | 252 | 401,292 | 13F-HR | KPP Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 537.9 K | 78.1% | 15.76 K | 0 | 15.76 K |
| ETFs | 147.1 K | 21.4% | 0 | 1.072 K | -1.072 K |
| Debt | 3.583 K | 0.5% | 342 | 0 | 342 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
688,581
Holdings
328
QoQ value change ($000)
13,146
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.