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Guardian Wealth Management, Inc.: KKR position timeline

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

Guardian Wealth Management, Inc. held 28,667 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,667 shares
    Change vs previous 13F -904 shares

    1.29% of the 13F portfolio, value $2,631,070.

    13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
    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 29,571 shares
    Change vs previous 13F -489 shares

    1.49% of the 13F portfolio, value $2,735,319.

    13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
    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 30,060 shares
    Change vs previous 13F -1,181 shares

    2.25% of the 13F portfolio, value $3,832,138.

    13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
    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 31,241 shares
    Change vs previous 13F -408 shares

    2.4% of the 13F portfolio, value $4,059,802.

    13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
    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 31,649 shares
    Change vs previous 13F +151 shares

    2.8% of the 13F portfolio, value $4,210,308.

    13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
    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 31,498 shares
    Change vs previous 13F -384 shares

    2.43% of the 13F portfolio, value $3,641,524.

    13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
    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 31,882 shares
    Change vs previous 13F -799 shares

    3.21% of the 13F portfolio, value $4,715,650.

    13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
    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 32,681 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $4,267,485.

    13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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