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Disclosery

Performance Wealth Partners, LLC: KKR position timeline

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

Performance Wealth Partners, LLC held 2,378 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,378 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $218,230.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 2,373 shares
    Change vs previous 13F -173,585 shares

    0.01% of the 13F portfolio, value $219,507.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 175,958 shares
    Change vs previous 13F -16,393 shares

    0.61% of the 13F portfolio, value $22,431,084.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 192,351 shares
    Change vs previous 13F -11,626 shares

    0.7% of the 13F portfolio, value $24,996,069.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 203,977 shares
    Change vs previous 13F -97,984 shares

    0.87% of the 13F portfolio, value $27,135,053.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 301,961 shares
    Change vs previous 13F +45,660 shares

    1.25% of the 13F portfolio, value $34,909,654.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 256,301 shares
    Change vs previous 13F +23,119 shares

    1.22% of the 13F portfolio, value $37,909,502.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 233,182 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $30,448,858.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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