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Disclosery

Avitas Wealth Management LLC: KKR position timeline

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

Avitas Wealth Management LLC held 33,858 KKR shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 33,858 shares
    Change vs previous 13F -270 shares

    0.69% of the 13F portfolio, value $5,007,937.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 34,128 shares
    Change vs previous 13F -342 shares

    0.63% of the 13F portfolio, value $4,456,434.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 34,470 shares
    Change vs previous 13F -399 shares

    0.53% of the 13F portfolio, value $3,627,623.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 34,869 shares
    Change vs previous 13F -408 shares

    0.53% of the 13F portfolio, value $3,507,124.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 35,277 shares
    Change vs previous 13F +406 shares

    0.49% of the 13F portfolio, value $2,922,699.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 34,871 shares
    Change vs previous 13F -768 shares

    0.41% of the 13F portfolio, value $2,148,054.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 35,639 shares
    Change vs previous 13F -102 shares

    0.36% of the 13F portfolio, value $1,995,784.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 35,741 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,877,117.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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