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IFP Advisors, Inc: KKR position timeline

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

IFP Advisors, Inc held 40,898 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,898 shares
    Change vs previous 13F -470 shares

    0.07% of the 13F portfolio, value $3,753,618.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 41,368 shares
    Change vs previous 13F +1,836 shares

    0.08% of the 13F portfolio, value $3,826,540.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 39,532 shares
    Change vs previous 13F -2,209 shares

    0.11% of the 13F portfolio, value $5,039,539.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 41,741 shares
    Change vs previous 13F +1,062 shares

    0.14% of the 13F portfolio, value $5,424,243.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 40,679 shares
    Change vs previous 13F -622 shares

    0.16% of the 13F portfolio, value $5,535,268.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 41,301 shares
    Change vs previous 13F +1,227 shares

    0.15% of the 13F portfolio, value $4,774,657.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 40,074 shares
    Change vs previous 13F -793 shares

    0.19% of the 13F portfolio, value $5,927,322.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 40,867 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,336,304.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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