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EQUITABLE TRUST CO: KKR position timeline

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

EQUITABLE TRUST CO held 41,138 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,138 shares
    Change vs previous 13F +7,583 shares

    0.16% of the 13F portfolio, value $3,775,646.

    13F-HR 0000033250-26-000003 filed by EQUITABLE TRUST CO
    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 33,555 shares
    Change vs previous 13F +8,496 shares

    0.14% of the 13F portfolio, value $3,103,838.

    13F-HR 0000033250-26-000002 filed by EQUITABLE TRUST CO
    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 25,059 shares
    Change vs previous 13F +596 shares

    0.14% of the 13F portfolio, value $3,194,521.

    13F-HR 0000033250-26-000001 filed by EQUITABLE TRUST CO
    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 24,463 shares
    Change vs previous 13F -905 shares

    0.15% of the 13F portfolio, value $3,178,967.

    13F-HR 0000033250-25-000005 filed by EQUITABLE TRUST CO
    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 25,368 shares
    Change vs previous 13F -798 shares

    0.17% of the 13F portfolio, value $3,374,705.

    13F-HR 0000033250-25-000003 filed by EQUITABLE TRUST CO
    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 26,166 shares
    Change vs previous 13F -2,668 shares

    0.17% of the 13F portfolio, value $3,025,052.

    13F-HR 0000033250-25-000002 filed by EQUITABLE TRUST CO
    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 28,834 shares
    Change vs previous 13F -28,663 shares

    0.24% of the 13F portfolio, value $4,264,837.

    13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
    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 57,497 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,507,958.

    13F-HR 0000033250-24-000004 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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