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OPPENHEIMER ASSET MANAGEMENT INC.: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on KKR, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 200,542 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,542 shares
    Change vs previous 13F -13,602 shares

    0.2% of the 13F portfolio, value $18,405,745.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    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 214,144 shares
    Change vs previous 13F +4,034 shares

    0.24% of the 13F portfolio, value $19,808,320.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 214,144 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  3. period ended2025-12-31
    13F 210,110 shares
    Change vs previous 13F +9,304 shares

    0.18% of the 13F portfolio, value $26,784,822.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 205,059 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,051 shares

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

  4. period ended2025-09-30
    13F 200,806 shares
    Change vs previous 13F +10,196 shares

    0.15% of the 13F portfolio, value $26,094,739.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 196,092 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,714 shares

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

  5. period ended2025-06-30
    13F 190,610 shares
    Change vs previous 13F -8,503 shares

    0.16% of the 13F portfolio, value $25,356,848.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 187,506 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,104 shares

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

  6. period ended2025-03-31
    13F 199,113 shares
    Change vs previous 13F -23,114 shares

    0.16% of the 13F portfolio, value $23,019,454.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 196,069 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,044 shares

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

  7. period ended2024-12-31
    13F 222,227 shares
    Change vs previous 13F +2,044 shares

    0.22% of the 13F portfolio, value $32,869,596.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 205,800 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,427 shares

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

  8. period ended2024-09-30
    13F 220,183 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $28,751,497.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 203,825 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,358 shares

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