Skip to content
Disclosery

Arkadios Wealth Advisors: KKR position timeline

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

Arkadios Wealth Advisors held 21,143 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,143 shares
    Change vs previous 13F +160 shares

    0.03% of the 13F portfolio, value $1,940,469.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 20,983 shares
    Change vs previous 13F +1,596 shares

    0.03% of the 13F portfolio, value $1,940,977.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 19,387 shares
    Change vs previous 13F -214 shares

    0.05% of the 13F portfolio, value $2,471,465.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 19,601 shares
    Change vs previous 13F +1,271 shares

    0.06% of the 13F portfolio, value $2,547,109.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 18,330 shares
    Change vs previous 13F +541 shares

    0.07% of the 13F portfolio, value $2,438,476.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 17,789 shares
    Change vs previous 13F +678 shares

    0.08% of the 13F portfolio, value $2,056,620.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 17,111 shares
    Change vs previous 13F +648 shares

    0.14% of the 13F portfolio, value $2,530,814.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 16,463 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,149,696.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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