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AE Wealth Management LLC: KKR position timeline

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

AE Wealth Management LLC held 14,670 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 14,670 shares
    Change vs previous 13F +2,346 shares

    0.01% of the 13F portfolio, value $1,346,472.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 12,324 shares
    Change vs previous 13F -125,912 shares

    0.01% of the 13F portfolio, value $1,140,053.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 138,236 shares
    Change vs previous 13F +33,579 shares

    0.1% of the 13F portfolio, value $17,622,148.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 104,657 shares
    Change vs previous 13F +15,208 shares

    0.09% of the 13F portfolio, value $13,600,534.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 89,449 shares
    Change vs previous 13F +23,906 shares

    0.09% of the 13F portfolio, value $11,899,444.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 65,543 shares
    Change vs previous 13F +8,458 shares

    0.06% of the 13F portfolio, value $7,577,446.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 57,085 shares
    Change vs previous 13F +8,566 shares

    0.07% of the 13F portfolio, value $8,443,773.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 48,519 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,335,672.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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