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Independent Advisor Alliance: KKR position timeline

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

Independent Advisor Alliance held 11,036 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 11,036 shares
    Change vs previous 13F -1,218 shares

    0.02% of the 13F portfolio, value $1,012,892.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 12,254 shares
    Change vs previous 13F -4,588 shares

    0.01% of the 13F portfolio, value $1,133,478.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 16,842 shares
    Change vs previous 13F -979 shares

    0.05% of the 13F portfolio, value $2,147,049.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 17,821 shares
    Change vs previous 13F +910 shares

    0.06% of the 13F portfolio, value $2,315,820.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 16,911 shares
    Change vs previous 13F +410 shares

    0.06% of the 13F portfolio, value $2,249,644.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 16,501 shares
    Change vs previous 13F +568 shares

    0.06% of the 13F portfolio, value $1,907,734.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 15,933 shares
    Change vs previous 13F +2,422 shares

    0.03% of the 13F portfolio, value $2,356,580.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 13,511 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,764,231.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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