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Disclosery

Zhang Financial LLC: KKR position timeline

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

Zhang Financial LLC held 12,740 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,740 shares
    Change vs previous 13F -2,095 shares

    0.03% of the 13F portfolio, value $1,169,344.

    13F-HR 0001776290-26-000005 filed by Zhang 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 14,835 shares
    Change vs previous 13F -1,378 shares

    0.05% of the 13F portfolio, value $1,372,324.

    13F-HR 0001776290-26-000004 filed by Zhang 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 16,213 shares
    Change vs previous 13F +258 shares

    0.08% of the 13F portfolio, value $2,066,814.

    13F-HR 0001776290-26-000002 filed by Zhang 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 15,955 shares
    Change vs previous 13F +215 shares

    0.08% of the 13F portfolio, value $2,073,335.

    13F-HR 0001776290-25-000006 filed by Zhang 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 15,740 shares
    Change vs previous 13F +408 shares

    0.1% of the 13F portfolio, value $2,093,826.

    13F-HR 0001776290-25-000005 filed by Zhang 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 15,332 shares
    Change vs previous 13F +2,779 shares

    0.09% of the 13F portfolio, value $1,772,599.

    13F-HR 0001776290-25-000002 filed by Zhang 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 12,553 shares
    Change vs previous 13F +1,936 shares

    0.11% of the 13F portfolio, value $1,856,760.

    13F-HR 0001776290-25-000001 filed by Zhang 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 10,617 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,386,380.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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