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Clearstead Advisors, LLC: KKR position timeline

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

Clearstead Advisors, LLC held 21,923 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 21,923 shares
    Change vs previous 13F -2,607 shares

    0.02% of the 13F portfolio, value $2,012,082.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 24,530 shares
    Change vs previous 13F +5,545 shares

    0.02% of the 13F portfolio, value $2,268,996.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 18,985 shares
    Change vs previous 13F +2,166 shares

    0.03% of the 13F portfolio, value $2,420,148.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,819 shares
    Change vs previous 13F +165 shares

    0.03% of the 13F portfolio, value $2,185,570.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 16,654 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $2,215,533.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 17,203 shares
    Change vs previous 13F +2,468 shares

    0.03% of the 13F portfolio, value $1,988,782.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 14,735 shares
    Change vs previous 13F -8,029 shares

    0.03% of the 13F portfolio, value $2,179,409.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 22,764 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,972,463.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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