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Avidian Wealth Enterprises, LLC: KKR position timeline

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

Avidian Wealth Enterprises, LLC held 2,665 KKR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,665 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $243,329.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,454 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $225,232.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,249 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $208,020.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,051 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $261,401.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,722 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $223,809.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,725.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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