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Castleview Partners, LLC: KKR position timeline

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

Castleview Partners, LLC held 60,980 KKR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,980 shares
    Change vs previous 13F +13,014 shares

    2.44% of the 13F portfolio, value $5,567,518.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,966 shares
    Change vs previous 13F +11,205 shares

    1.93% of the 13F portfolio, value $4,402,388.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,761 shares
    Change vs previous 13F +16,837 shares

    1.74% of the 13F portfolio, value $3,400,393.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,924 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,539,912.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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