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Disclosery

Alaethes Wealth, LLC: KR position timeline

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

Alaethes Wealth, LLC held 38,166 KR 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 38,166 shares
    Change vs previous 13F -35 shares

    0.62% of the 13F portfolio, value $2,119,380.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 38,201 shares
    Change vs previous 13F +236 shares

    0.8% of the 13F portfolio, value $2,764,254.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 37,965 shares
    Change vs previous 13F -325 shares

    0.67% of the 13F portfolio, value $2,372,078.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 38,290 shares
    Change vs previous 13F +1,136 shares

    0.73% of the 13F portfolio, value $2,581,156.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 37,154 shares
    Change vs previous 13F +4,834 shares

    0.8% of the 13F portfolio, value $2,665,085.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 32,320 shares
    Change vs previous 13F +736 shares

    0.8% of the 13F portfolio, value $2,187,768.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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 31,584 shares
    Change vs previous 13F +324 shares

    0.69% of the 13F portfolio, value $1,931,386.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 31,260 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,791,175.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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