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Disclosery

Avalon Trust Co: KKR position timeline

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

Avalon Trust Co held 10,801 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,801 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $991,316.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 10,801 shares
    Change vs previous 13F -1,500 shares

    0.07% of the 13F portfolio, value $999,093.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 12,301 shares
    Change vs previous 13F +392 shares

    0.1% of the 13F portfolio, value $1,568,132.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 11,909 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $1,547,575.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 11,810 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $1,571,085.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 12,810 shares
    Change vs previous 13F -1,500 shares

    0.12% of the 13F portfolio, value $1,480,965.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 14,310 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $2,116,593.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 14,284 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,865,205.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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