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NewEdge Advisors, LLC: KKR position timeline

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

NewEdge Advisors, LLC held 62,393 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 62,393 shares
    Change vs previous 13F -2,256 shares

    0.02% of the 13F portfolio, value $5,726,366.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 64,649 shares
    Change vs previous 13F -39,126 shares

    0.02% of the 13F portfolio, value $5,980,030.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 103,775 shares
    Change vs previous 13F +5,715 shares

    0.05% of the 13F portfolio, value $13,229,210.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 98,060 shares
    Change vs previous 13F -8,812 shares

    0.06% of the 13F portfolio, value $12,742,748.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 106,872 shares
    Change vs previous 13F +24,254 shares

    0.07% of the 13F portfolio, value $14,217,079.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 82,618 shares
    Change vs previous 13F +26,789 shares

    0.06% of the 13F portfolio, value $9,551,319.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 55,829 shares
    Change vs previous 13F +7,802 shares

    0.05% of the 13F portfolio, value $8,257,536.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 48,027 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,271,331.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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