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Disclosery

Advisor OS, LLC: KKR position timeline

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

Advisor OS, LLC held 2,465 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,465 shares
    Change vs previous 13F -854 shares

    0.02% of the 13F portfolio, value $226,237.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 3,319 shares
    Change vs previous 13F -4,757 shares

    0.02% of the 13F portfolio, value $307,044.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 8,076 shares
    Change vs previous 13F -521 shares

    0.08% of the 13F portfolio, value $1,029,531.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 8,597 shares
    Change vs previous 13F -1,717 shares

    0.1% of the 13F portfolio, value $1,117,160.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 10,314 shares
    Change vs previous 13F -1,095 shares

    0.14% of the 13F portfolio, value $1,372,017.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 11,409 shares
    Change vs previous 13F -606 shares

    0.15% of the 13F portfolio, value $1,319,028.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 12,015 shares
    Change vs previous 13F -2,531 shares

    0.21% of the 13F portfolio, value $1,777,121.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 14,546 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,899,363.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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