Skip to content
Disclosery

Sterling Investment Advisors, Ltd.: KKR position timeline

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

Sterling Investment Advisors, Ltd. held 67,986 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,986 shares
    Change vs previous 13F +5,494 shares

    1.04% of the 13F portfolio, value $6,239,728.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 62,492 shares
    Change vs previous 13F +5,986 shares

    1.05% of the 13F portfolio, value $5,780,544.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 56,506 shares
    Change vs previous 13F -335 shares

    1.33% of the 13F portfolio, value $7,203,383.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 56,841 shares
    Change vs previous 13F -1,242 shares

    1.44% of the 13F portfolio, value $7,386,489.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 58,083 shares
    Change vs previous 13F +2,471 shares

    1.69% of the 13F portfolio, value $7,726,761.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 55,612 shares
    Change vs previous 13F -3,331 shares

    1.54% of the 13F portfolio, value $6,429,246.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 58,943 shares
    Change vs previous 13F -4,320 shares

    2.11% of the 13F portfolio, value $8,718,315.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 63,263 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $8,260,854.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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