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OneDigital Investment Advisors LLC: KKR position timeline

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

OneDigital Investment Advisors LLC held 3,953 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 3,953 shares
    Change vs previous 13F -2,017 shares

    <0.01% of the 13F portfolio, value $362,836.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 5,970 shares
    Change vs previous 13F -3,649 shares

    0.01% of the 13F portfolio, value $552,238.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 9,619 shares
    Change vs previous 13F -952 shares

    0.01% of the 13F portfolio, value $1,226,207.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 10,571 shares
    Change vs previous 13F -4,667 shares

    0.01% of the 13F portfolio, value $1,373,675.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 15,238 shares
    Change vs previous 13F +1,442 shares

    0.02% of the 13F portfolio, value $2,027,081.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 13,796 shares
    Change vs previous 13F +1,311 shares

    0.02% of the 13F portfolio, value $1,594,925.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 12,485 shares
    Change vs previous 13F -2,651 shares

    0.02% of the 13F portfolio, value $1,846,722.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 15,136 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,976,489.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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