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HB Wealth Management, LLC: KKR position timeline

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

HB Wealth Management, LLC held 78,983 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,983 shares
    Change vs previous 13F +1,124 shares

    0.04% of the 13F portfolio, value $7,249,146.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 77,859 shares
    Change vs previous 13F -2,564 shares

    0.05% of the 13F portfolio, value $7,201,992.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 80,423 shares
    Change vs previous 13F +3,041 shares

    0.07% of the 13F portfolio, value $10,252,422.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 77,382 shares
    Change vs previous 13F -1,729 shares

    0.07% of the 13F portfolio, value $10,055,803.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 79,111 shares
    Change vs previous 13F +3,304 shares

    0.08% of the 13F portfolio, value $10,524,226.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 75,807 shares
    Change vs previous 13F +64,169 shares

    0.07% of the 13F portfolio, value $8,764,065.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 11,638 shares
    Change vs previous 13F +2,708 shares

    0.02% of the 13F portfolio, value $1,721,418.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 8,930 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,166,174.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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