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Rafferty Asset Management, LLC: KKR position timeline

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

Rafferty Asset Management, LLC held 207,294 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,294 shares
    Change vs previous 13F +36,861 shares

    0.04% of the 13F portfolio, value $19,025,443.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 170,433 shares
    Change vs previous 13F -43,156 shares

    0.06% of the 13F portfolio, value $15,765,053.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 213,589 shares
    Change vs previous 13F -17,701 shares

    0.09% of the 13F portfolio, value $27,228,326.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 231,290 shares
    Change vs previous 13F +2,270 shares

    0.1% of the 13F portfolio, value $30,056,136.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 229,020 shares
    Change vs previous 13F +5,330 shares

    0.1% of the 13F portfolio, value $30,466,531.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 223,690 shares
    Change vs previous 13F -16,071 shares

    0.11% of the 13F portfolio, value $25,860,801.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 239,761 shares
    Change vs previous 13F +8,599 shares

    0.13% of the 13F portfolio, value $35,463,050.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 231,162 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $30,185,134.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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