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OFI INVEST ASSET MANAGEMENT: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on KKR, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 212,897 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,897 shares
    Change vs previous 13F -146,217 shares

    0.17% of the 13F portfolio, value $17,090,604.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    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 359,114 shares
    Change vs previous 13F -70,729 shares

    0.38% of the 13F portfolio, value $28,830,104.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    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 429,843 shares
    Change vs previous 13F +24 shares

    0.67% of the 13F portfolio, value $46,657,060.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    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 429,819 shares
    Change vs previous 13F +429,819 shares

    1% of the 13F portfolio, value $47,536,153.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    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 0 shares
    Change vs previous 13F -482 shares

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 482 shares
    Change vs previous 13F +156 shares

    <0.01% of the 13F portfolio, value $51,587.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    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 326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,566.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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