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Disclosery

J.W. COLE ADVISORS, INC.: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on KKR, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 24,807 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,807 shares
    Change vs previous 13F -1,663 shares

    0.04% of the 13F portfolio, value $2,276,801.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 26,470 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $2,448,495.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 26,570 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $3,374,236.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 26,376 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $3,427,575.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 26,240 shares
    Change vs previous 13F +2,073 shares

    0.07% of the 13F portfolio, value $3,490,745.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 24,167 shares
    Change vs previous 13F +6,760 shares

    0.09% of the 13F portfolio, value $2,793,912.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 17,407 shares
    Change vs previous 13F +209 shares

    0.1% of the 13F portfolio, value $2,574,607.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 17,198 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,245,724.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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