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Westchester Capital Management, LLC: KFII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, LLC on KFII, newest first. How the timeline and the estimate are built.

Westchester Capital Management, LLC held 1,476,268 KFII shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,476,268 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $15,589,390.

    13F-HR 0001512805-26-000008 filed by Westchester Capital Management, 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 1,476,268 shares
    Change vs previous 13F -408,732 shares

    0.75% of the 13F portfolio, value $15,412,238.

    13F-HR 0001512805-26-000005 filed by Westchester Capital Management, 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 1,885,000 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $19,490,900.

    13F-HR 0001512805-26-000002 filed by Westchester Capital Management, 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 1,885,000 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $19,264,700.

    13F-HR 0001628280-25-052144 filed by Westchester Capital Management, 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 1,885,000 shares
    Change vs previous 13F +450,000 shares

    1.12% of the 13F portfolio, value $19,189,300.

    13F-HR 0001277372-25-000002 filed by Westchester Capital Management, 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 1,435,000 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $14,292,600.

    13F-HR 0000019481-25-000003 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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