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Florida Trust Wealth Management Co: KKR position timeline

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

Florida Trust Wealth Management Co held 20,730 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,730 shares
    Change vs previous 13F -7,323 shares

    0.05% of the 13F portfolio, value $1,902,599.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management 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 28,053 shares
    Change vs previous 13F +2,766 shares

    0.07% of the 13F portfolio, value $2,594,903.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management 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 25,287 shares
    Change vs previous 13F +4,556 shares

    0.09% of the 13F portfolio, value $3,223,586.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management 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 20,731 shares
    Change vs previous 13F +2,877 shares

    0.08% of the 13F portfolio, value $2,693,994.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management 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 17,854 shares
    Change vs previous 13F +7,381 shares

    0.07% of the 13F portfolio, value $2,375,117.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management 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 10,473 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,210,783.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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