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Cove Private Wealth, LLC: KKR position timeline

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

Cove Private Wealth, LLC held 10,500 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,500 shares
    Change vs previous 13F -1,515 shares

    0.19% of the 13F portfolio, value $963,690.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 12,015 shares
    Change vs previous 13F -8,112 shares

    0.25% of the 13F portfolio, value $1,111,388.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 20,127 shares
    Change vs previous 13F -1,500 shares

    0.76% of the 13F portfolio, value $2,565,790.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 21,627 shares
    Change vs previous 13F -61 shares

    0.89% of the 13F portfolio, value $2,810,429.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 21,688 shares
    Change vs previous 13F +12,127 shares

    1.02% of the 13F portfolio, value $2,885,155.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 9,561 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,105,347.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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