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Perennial Advisors, LLC: KKR position timeline

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

Perennial Advisors, LLC held 110,588 KKR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 110,588 shares
    Change vs previous 13F -2,341 shares

    1.51% of the 13F portfolio, value $10,096,672.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 112,929 shares
    Change vs previous 13F -3,155 shares

    1.6% of the 13F portfolio, value $10,364,620.

    13F-HR 0001697360-26-000003 filed by Perennial 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 ended2026-03-31
    13F 116,084 shares
    Change vs previous 13F +1,596 shares

    1.83% of the 13F portfolio, value $10,737,764.

    13F-HR 0001697360-26-000002 filed by Perennial 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 ended2025-12-31
    13F 114,488 shares
    Change vs previous 13F +2,278 shares

    2.45% of the 13F portfolio, value $14,594,916.

    13F-HR 0001697360-26-000001 filed by Perennial 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 ended2025-09-30
    13F 112,210 shares
    Change vs previous 13F +254 shares

    2.53% of the 13F portfolio, value $14,581,625.

    13F-HR 0001697360-25-000006 filed by Perennial 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 ended2025-06-30
    13F 111,956 shares
    Change vs previous 13F -420 shares

    2.77% of the 13F portfolio, value $14,893,461.

    13F-HR 0001697360-25-000003 filed by Perennial 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 ended2025-03-31
    13F 112,376 shares
    Change vs previous 13F -2,773 shares

    2.59% of the 13F portfolio, value $12,991,751.

    13F-HR 0001697360-25-000002 filed by Perennial 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 ended2024-12-31
    13F 115,149 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $17,031,671.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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