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Focus Partners Wealth: KKR position timeline

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

Focus Partners Wealth held 322,407 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,407 shares
    Change vs previous 13F -121,804 shares

    0.03% of the 13F portfolio, value $29,590,233.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 308,259 shares
    • Focus Partners Advisor Solutions, LLC: 14,148 shares

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

  2. period ended2026-03-31
    13F 444,211 shares
    Change vs previous 13F +76,110 shares

    0.04% of the 13F portfolio, value $41,089,536.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 421,746 shares
    • Focus Partners Advisor Solutions, LLC: 22,465 shares

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

  3. period ended2025-12-31
    13F 368,101 shares
    Change vs previous 13F +72,023 shares

    0.05% of the 13F portfolio, value $46,941,278.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 363,906 shares
    • Focus Partners Advisor Solutions, LLC: 4,195 shares

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

  4. period ended2025-09-30
    13F 296,078 shares
    Change vs previous 13F -10,725 shares

    0.06% of the 13F portfolio, value $38,472,858.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 296,078 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 306,803 shares
    Change vs previous 13F -8,037 shares

    0.08% of the 13F portfolio, value $40,813,924.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 302,813 shares
    • Focus Partners Advisor Solutions, LLC: 3,990 shares

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

  6. period ended2025-03-31
    13F/A 314,840 shares
    Change vs previous 13F -75,861 shares

    0.08% of the 13F portfolio, value $36,399,021.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 303,099 shares
    • Focus Partners Advisor Solutions, LLC: 11,741 shares

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

  7. period ended2024-12-31
    13F/A 390,701 shares
    Change vs previous 13F +10,813 shares

    0.13% of the 13F portfolio, value $57,788,985.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 381,354 shares
    • Focus Partners Advisor Solutions, LLC: 9,347 shares

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

  8. period ended2024-09-30
    13F 379,888 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $49,605,914.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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