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Waverly Advisors, LLC: KKR position timeline

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

Waverly Advisors, LLC held 85,199 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,199 shares
    Change vs previous 13F -27,946 shares

    0.05% of the 13F portfolio, value $7,819,533.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 113,145 shares
    Change vs previous 13F +34,717 shares

    0.08% of the 13F portfolio, value $10,465,891.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 78,428 shares
    Change vs previous 13F +54,551 shares

    0.08% of the 13F portfolio, value $9,997,990.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 23,877 shares
    Change vs previous 13F -989 shares

    0.03% of the 13F portfolio, value $3,102,854.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 24,866 shares
    Change vs previous 13F +172 shares

    0.04% of the 13F portfolio, value $3,307,858.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 24,694 shares
    Change vs previous 13F -1,251 shares

    0.03% of the 13F portfolio, value $2,854,909.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 25,945 shares
    Change vs previous 13F +4,647 shares

    0.06% of the 13F portfolio, value $3,837,504.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 21,298 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,781,135.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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