Skip to content
Disclosery

Visionary Wealth Advisors: KKR position timeline

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

Visionary Wealth Advisors held 6,447 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 6,447 shares
    Change vs previous 13F -499 shares

    0.02% of the 13F portfolio, value $591,686.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 6,946 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $642,513.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 6,915 shares
    Change vs previous 13F -245 shares

    0.04% of the 13F portfolio, value $881,570.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 7,160 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $930,422.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 7,180 shares
    Change vs previous 13F +311 shares

    0.05% of the 13F portfolio, value $955,090.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 6,869 shares
    Change vs previous 13F +400 shares

    0.05% of the 13F portfolio, value $794,123.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 6,469 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $956,778.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 6,438 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $840,726.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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