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Lido Advisors, LLC: KKR position timeline

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

Lido Advisors, LLC held 69,400 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,400 shares
    Change vs previous 13F -5,190 shares

    0.02% of the 13F portfolio, value $6,369,602.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 74,590 shares
    Change vs previous 13F -34,397 shares

    0.03% of the 13F portfolio, value $6,899,754.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 108,987 shares
    Change vs previous 13F +4,415 shares

    0.06% of the 13F portfolio, value $14,067,401.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 104,572 shares
    Change vs previous 13F +35,410 shares

    0.06% of the 13F portfolio, value $13,589,237.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 69,162 shares
    Change vs previous 13F -9,146 shares

    0.05% of the 13F portfolio, value $9,200,708.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 78,308 shares
    Change vs previous 13F +50,659 shares

    0.05% of the 13F portfolio, value $9,053,229.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 27,649 shares
    Change vs previous 13F -54,387 shares

    0.03% of the 13F portfolio, value $4,089,601.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 82,036 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $10,712,363.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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