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ROTHSCHILD INVESTMENT LLC: KKR position timeline

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

ROTHSCHILD INVESTMENT LLC held 43,559 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,559 shares
    Change vs previous 13F +2,372 shares

    0.15% of the 13F portfolio, value $3,997,800.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 41,187 shares
    Change vs previous 13F +5,075 shares

    0.2% of the 13F portfolio, value $3,809,799.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 36,112 shares
    Change vs previous 13F -340 shares

    0.25% of the 13F portfolio, value $4,603,543.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 36,452 shares
    Change vs previous 13F +255 shares

    0.27% of the 13F portfolio, value $4,736,959.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 36,197 shares
    Change vs previous 13F +120 shares

    0.3% of the 13F portfolio, value $4,815,300.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 36,077 shares
    Change vs previous 13F -792 shares

    0.28% of the 13F portfolio, value $4,170,864.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 36,869 shares
    Change vs previous 13F -899 shares

    0.36% of the 13F portfolio, value $5,453,296.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 37,768 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,931,746.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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