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GM Advisory Group, LLC: KKR position timeline

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

GM Advisory Group, LLC held 20,152 KKR shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,152 shares
    Change vs previous 13F -229 shares

    0.07% of the 13F portfolio, value $1,864,015.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 20,381 shares
    Change vs previous 13F +9,447 shares

    0.1% of the 13F portfolio, value $2,598,183.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,934 shares
    Change vs previous 13F +1,373 shares

    0.06% of the 13F portfolio, value $1,420,890.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, 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 9,561 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,271,917.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, 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 9,561 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,105,359.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, 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 9,561 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,414,179.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, 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 9,561 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,248,483.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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