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Disclosery

Sigma Planning Corp: KKR position timeline

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

Sigma Planning Corp held 4,437 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,437 shares
    Change vs previous 13F -906 shares

    0.01% of the 13F portfolio, value $407,199.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 5,343 shares
    Change vs previous 13F +998 shares

    0.01% of the 13F portfolio, value $494,187.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 4,345 shares
    Change vs previous 13F +275 shares

    0.02% of the 13F portfolio, value $713,038.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 4,070 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $528,934.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 4,197 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $558,295.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 4,440 shares
    Change vs previous 13F -2,158 shares

    0.02% of the 13F portfolio, value $513,364.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 6,598 shares
    Change vs previous 13F +109 shares

    0.03% of the 13F portfolio, value $975,934.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 6,489 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $847,330.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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