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Disclosery

Roberts Foundation: KKR position timeline

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

Roberts Foundation held 0 KKR shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,000,000 shares

    13F-HR 0000950123-25-007026 filed by Roberts Foundation
    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 ended2025-03-31
    13F 1,000,000 shares
    Change vs previous 13F 0 shares

    74.56% of the 13F portfolio, value $115,610,000.

    13F-HR 0000950123-25-003901 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,000,000 shares
    Change vs previous 13F not available

    70.84% of the 13F portfolio, value $147,910,000.

    13F-HR 0000950123-25-000906 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

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