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EP Wealth Advisors, LLC: KKR position timeline

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

EP Wealth Advisors, LLC held 80,171 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,171 shares
    Change vs previous 13F -9,621 shares

    0.03% of the 13F portfolio, value $7,358,088.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 89,792 shares
    Change vs previous 13F -9,712 shares

    0.04% of the 13F portfolio, value $8,305,752.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 99,504 shares
    Change vs previous 13F -4,469 shares

    0.07% of the 13F portfolio, value $12,684,791.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 103,973 shares
    Change vs previous 13F +97,580 shares

    0.09% of the 13F portfolio, value $13,831,536.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 6,393 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $739,084.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 6,409 shares
    Change vs previous 13F +1,614 shares

    0.01% of the 13F portfolio, value $947,885.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 4,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $626,095.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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