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FineMark National Bank & Trust: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on KKR, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 142,478 KKR shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 142,478 shares
    Change vs previous 13F -2,023 shares

    0.57% of the 13F portfolio, value $18,163,095.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 144,501 shares
    Change vs previous 13F -875 shares

    0.61% of the 13F portfolio, value $18,777,904.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 145,376 shares
    Change vs previous 13F +1,602 shares

    0.66% of the 13F portfolio, value $19,339,369.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 143,774 shares
    Change vs previous 13F +8,071 shares

    0.61% of the 13F portfolio, value $16,621,712.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 135,703 shares
    Change vs previous 13F +1,721 shares

    0.7% of the 13F portfolio, value $20,071,830.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 133,982 shares
    Change vs previous 13F -912 shares

    0.61% of the 13F portfolio, value $17,495,369.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 134,894 shares
    Change vs previous 13F +1,556 shares

    0.52% of the 13F portfolio, value $14,196,244.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 133,338 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $13,411,136.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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