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Institute for Wealth Management, LLC.: KKR position timeline

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

Institute for Wealth Management, LLC. held 10,154 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,154 shares
    Change vs previous 13F +375 shares

    0.08% of the 13F portfolio, value $931,935.

    13F-HR 0001754960-26-000654 filed by Institute for 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 9,779 shares
    Change vs previous 13F -481 shares

    0.1% of the 13F portfolio, value $904,558.

    13F-HR 0001754960-26-000382 filed by Institute for 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 10,260 shares
    Change vs previous 13F -476 shares

    0.14% of the 13F portfolio, value $1,307,945.

    13F-HR 0002085853-26-000093 filed by Institute for 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 10,736 shares
    Change vs previous 13F -167 shares

    0.15% of the 13F portfolio, value $1,395,144.

    13F-HR 0002085853-25-000109 filed by Institute for 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 10,903 shares
    Change vs previous 13F -1,077 shares

    0.16% of the 13F portfolio, value $1,450,427.

    13F-HR 0001667731-25-000874 filed by Institute for 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 11,980 shares
    Change vs previous 13F +4,416 shares

    0.18% of the 13F portfolio, value $1,385,008.

    13F-HR 0001667731-25-000461 filed by Institute for 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 7,564 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,118,792.

    13F-HR 0001667731-25-000105 filed by Institute for 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 7,564 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $987,708.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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