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XML Financial, LLC: KKR position timeline

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

XML Financial, LLC held 5,975 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,975 shares
    Change vs previous 13F +501 shares

    0.04% of the 13F portfolio, value $548,416.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 5,474 shares
    Change vs previous 13F -934 shares

    0.04% of the 13F portfolio, value $506,368.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 6,408 shares
    Change vs previous 13F +421 shares

    0.07% of the 13F portfolio, value $816,912.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 5,987 shares
    Change vs previous 13F +330 shares

    0.06% of the 13F portfolio, value $778,058.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 5,657 shares
    Change vs previous 13F +811 shares

    0.07% of the 13F portfolio, value $752,574.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 4,846 shares
    Change vs previous 13F +839 shares

    0.05% of the 13F portfolio, value $560,287.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 4,007 shares
    Change vs previous 13F +228 shares

    0.05% of the 13F portfolio, value $592,682.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 3,779 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $493,473.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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