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Disclosery

Cornerstone Advisory, LLC: KKR position timeline

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

Cornerstone Advisory, LLC held 3,670 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,670 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $336,867.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 3,465 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $320,514.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 3,420 shares
    Change vs previous 13F +231 shares

    0.04% of the 13F portfolio, value $435,923.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 3,189 shares
    Change vs previous 13F +92 shares

    0.04% of the 13F portfolio, value $414,456.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 3,097 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $411,929.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 3,008 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $341,885.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 3,148 shares
    Change vs previous 13F +143 shares

    0.05% of the 13F portfolio, value $442,547.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 3,005 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $392,396.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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