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Marks Group Wealth Management, Inc: KKR position timeline

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

Marks Group Wealth Management, Inc held 11,060 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 11,060 shares
    Change vs previous 13F +5,567 shares

    0.09% of the 13F portfolio, value $1,015,087.

    13F-HR 0001802473-26-000005 filed by Marks Group 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 5,493 shares
    Change vs previous 13F -7,338 shares

    0.05% of the 13F portfolio, value $508,103.

    13F-HR 0001802473-26-000003 filed by Marks Group 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 12,831 shares
    Change vs previous 13F +8,134 shares

    0.16% of the 13F portfolio, value $1,635,696.

    13F-HR 0001802473-26-000002 filed by Marks Group 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 4,697 shares
    Change vs previous 13F -339 shares

    0.06% of the 13F portfolio, value $610,375.

    13F-HR 0001802473-25-000008 filed by Marks Group 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 5,036 shares
    Change vs previous 13F +334 shares

    0.06% of the 13F portfolio, value $669,939.

    13F-HR 0001802473-25-000007 filed by Marks Group 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 4,702 shares
    Change vs previous 13F -377 shares

    0.05% of the 13F portfolio, value $543,598.

    13F-HR 0001802473-25-000004 filed by Marks Group 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 5,079 shares
    Change vs previous 13F -477 shares

    0.07% of the 13F portfolio, value $751,235.

    13F-HR 0001802473-25-000002 filed by Marks Group 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 5,556 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $725,502.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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