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Jessup Wealth Management, Inc: KKR position timeline

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

Jessup Wealth Management, Inc held 5,449 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,449 shares
    Change vs previous 13F -3,058 shares

    0.15% of the 13F portfolio, value $500,087.

    13F-HR 0001963536-26-000005 filed by Jessup 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 8,507 shares
    Change vs previous 13F -70,795 shares

    0.29% of the 13F portfolio, value $786,857.

    13F-HR 0001963536-26-000003 filed by Jessup 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 79,302 shares
    Change vs previous 13F +1,696 shares

    3.34% of the 13F portfolio, value $10,109,479.

    13F-HR 0001963536-26-000001 filed by Jessup 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 77,606 shares
    Change vs previous 13F -62 shares

    3.76% of the 13F portfolio, value $10,084,932.

    13F-HR 0001963536-25-000002 filed by Jessup 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 77,668 shares
    Change vs previous 13F -1,182 shares

    4.15% of the 13F portfolio, value $10,332,197.

    13F-HR 0001085146-25-004502 filed by Jessup 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 78,850 shares
    Change vs previous 13F +34,237 shares

    3.83% of the 13F portfolio, value $9,115,845.

    13F-HR 0001085146-25-002478 filed by Jessup 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 44,613 shares
    Change vs previous 13F -235 shares

    2.81% of the 13F portfolio, value $6,598,718.

    13F-HR 0001085146-25-000673 filed by Jessup 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 44,848 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,856,259.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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