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Disclosery

NewEdge Wealth, LLC: KKR position timeline

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

NewEdge Wealth, LLC held 12,537 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,537 shares
    Change vs previous 13F -2,459 shares

    0.01% of the 13F portfolio, value $1,150,681.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 14,996 shares
    Change vs previous 13F -9,386 shares

    0.02% of the 13F portfolio, value $1,387,134.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 24,382 shares
    Change vs previous 13F +3,811 shares

    0.04% of the 13F portfolio, value $3,108,180.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 20,571 shares
    Change vs previous 13F +481 shares

    0.04% of the 13F portfolio, value $2,445,739.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 20,090 shares
    Change vs previous 13F -2,747 shares

    0.04% of the 13F portfolio, value $2,856,527.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 22,837 shares
    Change vs previous 13F +7,127 shares

    0.05% of the 13F portfolio, value $2,640,196.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 15,710 shares
    Change vs previous 13F +763 shares

    0.04% of the 13F portfolio, value $2,323,676.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 14,947 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,951,779.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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