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CFM WEALTH PARTNERS LLC: KKR position timeline

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

CFM WEALTH PARTNERS LLC held 31,623 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,623 shares
    Change vs previous 13F -847 shares

    0.37% of the 13F portfolio, value $2,902,386.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 32,470 shares
    Change vs previous 13F -3,544 shares

    0.45% of the 13F portfolio, value $3,003,503.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 36,014 shares
    Change vs previous 13F +1,687 shares

    0.66% of the 13F portfolio, value $4,591,103.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 34,327 shares
    Change vs previous 13F +3,185 shares

    0.65% of the 13F portfolio, value $4,460,806.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 31,142 shares
    Change vs previous 13F +2,927 shares

    0.66% of the 13F portfolio, value $4,142,874.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 28,215 shares
    Change vs previous 13F +1,886 shares

    0.58% of the 13F portfolio, value $3,261,887.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 26,329 shares
    Change vs previous 13F +703 shares

    0.66% of the 13F portfolio, value $3,894,305.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 25,626 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,346,295.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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