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INDEPENDENT FINANCIAL GROUP, LLC: KKR position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 15,032 KKR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,032 shares
    Change vs previous 13F +5,371 shares

    0.02% of the 13F portfolio, value $1,372,457.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,661 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $886,663.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL 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 ended2026-03-31
    13F/A 9,732 shares
    Change vs previous 13F +3,212 shares

    0.02% of the 13F portfolio, value $900,251.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL 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 ended2025-12-31
    13F 6,520 shares
    Change vs previous 13F -15,312 shares

    0.02% of the 13F portfolio, value $831,199.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL 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 ended2025-09-30
    13F 21,832 shares
    Change vs previous 13F +3,880 shares

    0.07% of the 13F portfolio, value $2,837,079.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL 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 ended2025-06-30
    13F 17,952 shares
    Change vs previous 13F +13,326 shares

    0.07% of the 13F portfolio, value $2,388,149.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL 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 ended2025-03-31
    13F 4,626 shares
    Change vs previous 13F -16,071 shares

    0.02% of the 13F portfolio, value $534,789.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,697 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,061,245.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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