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Portus Wealth Advisors, LLC: KKR position timeline

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

Portus Wealth Advisors, LLC held 0 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -55 shares

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    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.

  2. period ended2026-03-31
    13F 55 shares
    Change vs previous 13F -2,462 shares

    <0.01% of the 13F portfolio, value $5,089.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 2,517 shares
    Change vs previous 13F +456 shares

    0.3% of the 13F portfolio, value $320,819.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 2,061 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $267,827.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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