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Disclosery

Triangle Securities Wealth Management: KKR position timeline

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

Triangle Securities Wealth Management held 57,780 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,780 shares
    Change vs previous 13F -627 shares

    1.05% of the 13F portfolio, value $5,303,094.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 58,407 shares
    Change vs previous 13F -921 shares

    1.23% of the 13F portfolio, value $5,402,630.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 59,328 shares
    Change vs previous 13F -1,479 shares

    1.59% of the 13F portfolio, value $7,563,180.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 60,807 shares
    Change vs previous 13F -1,749 shares

    1.79% of the 13F portfolio, value $7,901,932.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 62,556 shares
    Change vs previous 13F -1,777 shares

    2.05% of the 13F portfolio, value $8,321,816.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 64,333 shares
    Change vs previous 13F +3,491 shares

    1.91% of the 13F portfolio, value $7,437,547.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 60,842 shares
    Change vs previous 13F -5,097 shares

    2.31% of the 13F portfolio, value $8,999,072.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 65,939 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $8,610,261.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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