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ROOSEVELT INVESTMENT GROUP LLC: KKR position timeline

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

ROOSEVELT INVESTMENT GROUP LLC held 60,100 KKR shares at 2022-09-30 per its 13F-HR filed 2022-10-19.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 60,100 shares
    Change vs previous 13F +2,000 shares

    0.19% of the 13F portfolio, value $2,584,000.

    13F-HR 0001020617-22-000009 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 58,100 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,689,000.

    13F-HR 0001020617-22-000007 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 58,100 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,397,000.

    13F-HR 0001020617-22-000005 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 58,100 shares
    Change vs previous 13F +10,000 shares

    0.24% of the 13F portfolio, value $4,328,000.

    13F-HR 0001020617-22-000002 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 48,100 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,928,000.

    13F-HR 0001020617-21-000008 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 48,100 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,849,000.

    13F-HR 0001020617-21-000006 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 48,100 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,350,000.

    13F-HR 0001020617-21-000004 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 48,100 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,948,000.

    13F-HR 0001020617-21-000003 filed by ROOSEVELT INVESTMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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