Kestra Advisory Services, LLC: KKR position timeline

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

Kestra Advisory Services, LLC held 134,839 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 134,839 shares
Change vs previous 13F -4,630 shares
0.03% of the 13F portfolio, value $12,375,573.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,453 shares
- Kestra Advisory Services, LLC: 125,386 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 139,469 shares
Change vs previous 13F +7,532 shares
0.04% of the 13F portfolio, value $12,900,866.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,022 shares
- Kestra Advisory Services, LLC: 130,447 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 131,937 shares
Change vs previous 13F +39,008 shares
0.05% of the 13F portfolio, value $16,819,415.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,902 shares
- Kestra Advisory Services, LLC: 122,035 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 92,929 shares
Change vs previous 13F +1,547 shares
0.04% of the 13F portfolio, value $12,076,068.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,321 shares
- Kestra Advisory Services, LLC: 82,608 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 91,382 shares
Change vs previous 13F +8,396 shares
0.04% of the 13F portfolio, value $12,156,532.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,134 shares
- Kestra Advisory Services, LLC: 82,248 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 82,986 shares
Change vs previous 13F +5,533 shares
0.03% of the 13F portfolio, value $9,594,012.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,421 shares
- Kestra Advisory Services, LLC: 73,561 shares
- Kestra Investment Management, LLC: 4 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 77,453 shares
Change vs previous 13F +2,812 shares
0.04% of the 13F portfolio, value $11,456,073.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,151 shares
- Kestra Advisory Services, LLC: 68,191 shares
- Kestra Investment Management, LLC: 111 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 74,641 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $9,746,643.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,315 shares
- Kestra Advisory Services, LLC: 66,326 shares
Acceptance time not in the bulk data set (spec §4.2).