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Northeast Financial Consultants Inc: KKR position timeline

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

Northeast Financial Consultants Inc held 143,450 KKR shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 143,450 shares
    Change vs previous 13F -650 shares

    0.78% of the 13F portfolio, value $19,083,154.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 144,100 shares
    Change vs previous 13F -1,850 shares

    0.74% of the 13F portfolio, value $16,659,401.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 145,950 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $21,587,465.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 145,950 shares
    Change vs previous 13F -400 shares

    0.83% of the 13F portfolio, value $19,058,151.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 146,350 shares
    Change vs previous 13F +9,400 shares

    0.71% of the 13F portfolio, value $15,401,874.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 136,950 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $13,774,431.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 136,950 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $11,346,308.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 136,950 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,436,120.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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