Skip to content
Disclosery

Legacy Wealth Management, LLC / MS: KKR position timeline

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

Legacy Wealth Management, LLC / MS held 5,048 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,048 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $463,305.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 5,048 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $466,940.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 5,048 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $643,519.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 5,048 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $655,988.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 5,048 shares
    Change vs previous 13F -2,434 shares

    0.2% of the 13F portfolio, value $671,535.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 7,482 shares
    Change vs previous 13F +2,434 shares

    0.28% of the 13F portfolio, value $864,992.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 5,048 shares
    Change vs previous 13F +274 shares

    0.3% of the 13F portfolio, value $746,650.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 4,774 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $623,389.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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