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Disclosery

Boltwood Capital Management: KKR position timeline

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

Boltwood Capital Management held 3,917 KKR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,917 shares
    Change vs previous 13F +448 shares

    0.08% of the 13F portfolio, value $357,622.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,469 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $318,385.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    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 3,319 shares
    Change vs previous 13F +1,137 shares

    0.08% of the 13F portfolio, value $307,008.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    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 2,182 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $278,161.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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