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Ascentis Wealth Management, LLC: KKR position timeline

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

Ascentis Wealth Management, LLC held 0 KKR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -6,449 shares

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,449 shares
    Change vs previous 13F -4,956 shares

    0.05% of the 13F portfolio, value $596,580.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,449 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 11,405 shares
    Change vs previous 13F +200 shares

    0.14% of the 13F portfolio, value $1,454,095.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,714 shares
    • Ascentis Wealth Management, LLC: 1,691 shares

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

  4. period ended2025-09-30
    13F 11,205 shares
    Change vs previous 13F -738 shares

    0.14% of the 13F portfolio, value $1,456,187.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,514 shares
    • Ascentis Wealth Management, LLC: 1,691 shares

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

  5. period ended2025-06-30
    13F 11,943 shares
    Change vs previous 13F +3,650 shares

    0.17% of the 13F portfolio, value $1,587,843.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,033 shares
    • Ascentis Wealth Management, LLC: 1,910 shares

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

  6. period ended2025-03-31
    13F 8,293 shares
    Change vs previous 13F +2,962 shares

    0.12% of the 13F portfolio, value $964,429.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,770 shares
    • Ascentis Wealth Management, LLC: 2,523 shares

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

  7. period ended2024-12-31
    13F 5,331 shares
    Change vs previous 13F -2,889 shares

    0.15% of the 13F portfolio, value $788,458.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,331 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 8,220 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,073,349.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,984 shares
    • Ascentis Wealth Management, LLC: 236 shares

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