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Disclosery

Allworth Financial LP: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on KKR, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 11,466 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,466 shares
    Change vs previous 13F -3,750 shares

    <0.01% of the 13F portfolio, value $1,052,373.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,216 shares
    Change vs previous 13F +6,740 shares

    0.01% of the 13F portfolio, value $1,407,481.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,476 shares
    Change vs previous 13F +1,645 shares

    <0.01% of the 13F portfolio, value $1,080,468.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,831 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $887,736.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,415 shares
    Change vs previous 13F +1,272 shares

    <0.01% of the 13F portfolio, value $853,363.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,143 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $582,461.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,944 shares
    Change vs previous 13F +2,266 shares

    <0.01% of the 13F portfolio, value $798,444.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,678 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,695.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).