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Steward Partners Investment Advisory, LLC: KKR position timeline

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

Steward Partners Investment Advisory, LLC held 37,997 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,997 shares
    Change vs previous 13F -7,795 shares

    0.02% of the 13F portfolio, value $3,487,410.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 45,792 shares
    Change vs previous 13F -4,626 shares

    0.02% of the 13F portfolio, value $4,235,794.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 50,418 shares
    Change vs previous 13F +1,046 shares

    0.04% of the 13F portfolio, value $6,427,235.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 49,372 shares
    Change vs previous 13F +3,457 shares

    0.04% of the 13F portfolio, value $6,415,820.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 45,915 shares
    Change vs previous 13F +418 shares

    0.05% of the 13F portfolio, value $6,108,016.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 45,497 shares
    Change vs previous 13F +6,955 shares

    0.05% of the 13F portfolio, value $5,259,874.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 38,542 shares
    Change vs previous 13F +3,471 shares

    0.05% of the 13F portfolio, value $5,700,725.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 35,071 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,579,547.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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