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Private Wealth Partners, LLC: KKR position timeline

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

Private Wealth Partners, LLC held 126,512 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,512 shares
    Change vs previous 13F +17,047 shares

    0.83% of the 13F portfolio, value $11,611,271.

    13F-HR 0001335851-26-000005 filed by Private 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 109,465 shares
    Change vs previous 13F -235 shares

    0.78% of the 13F portfolio, value $10,125,513.

    13F-HR 0001335851-26-000002 filed by Private 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 109,700 shares
    Change vs previous 13F -14,795 shares

    0.99% of the 13F portfolio, value $13,984,556.

    13F-HR 0001335851-26-000001 filed by Private 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 124,495 shares
    Change vs previous 13F +3,950 shares

    1.15% of the 13F portfolio, value $16,178,125.

    13F-HR 0001335851-25-000004 filed by Private 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 120,545 shares
    Change vs previous 13F +5,390 shares

    1.25% of the 13F portfolio, value $16,036,101.

    13F-HR 0001085146-25-004438 filed by Private 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 115,155 shares
    Change vs previous 13F -1,440 shares

    1.1% of the 13F portfolio, value $13,313,070.

    13F-HR 0001085146-25-002217 filed by Private 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 116,595 shares
    Change vs previous 13F -5,080 shares

    1.32% of the 13F portfolio, value $17,245,566.

    13F-HR 0001085146-25-000680 filed by Private 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 121,675 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $15,888,322.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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