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Disclosery

LPL Financial LLC: KKR position timeline

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

LPL Financial LLC held 679,426 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 679,426 shares
    Change vs previous 13F +24,902 shares

    0.01% of the 13F portfolio, value $62,357,683.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 654,524 shares
    Change vs previous 13F -23,737 shares

    0.02% of the 13F portfolio, value $60,543,436.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 678,261 shares
    Change vs previous 13F -88,007 shares

    0.02% of the 13F portfolio, value $86,464,716.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 766,268 shares
    Change vs previous 13F +52,426 shares

    0.03% of the 13F portfolio, value $99,576,425.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 713,842 shares
    Change vs previous 13F +57,192 shares

    0.03% of the 13F portfolio, value $94,962,390.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 656,650 shares
    Change vs previous 13F -45,550 shares

    0.03% of the 13F portfolio, value $75,915,372.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 702,200 shares
    Change vs previous 13F +187,317 shares

    0.04% of the 13F portfolio, value $103,862,449.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 514,883 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $67,233,469.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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