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NEOS Investment Management LLC: KKR position timeline

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

NEOS Investment Management LLC held 112,137 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,137 shares
    Change vs previous 13F +12,529 shares

    0.04% of the 13F portfolio, value $10,291,934.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 99,608 shares
    Change vs previous 13F +6,327 shares

    0.05% of the 13F portfolio, value $9,213,740.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 93,281 shares
    Change vs previous 13F +16,254 shares

    0.07% of the 13F portfolio, value $11,891,462.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 77,027 shares
    Change vs previous 13F +25,792 shares

    0.07% of the 13F portfolio, value $10,009,659.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 51,235 shares
    Change vs previous 13F +10,704 shares

    0.08% of the 13F portfolio, value $6,815,792.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 40,531 shares
    Change vs previous 13F +7,516 shares

    0.09% of the 13F portfolio, value $4,685,789.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 33,015 shares
    Change vs previous 13F +7,453 shares

    0.12% of the 13F portfolio, value $4,883,249.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 25,562 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,337,886.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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