Position in KKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,775
-$1,049 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HighMark Wealth Management LLC holds $144,537 across 5 Asset Management names. KKR ranks #3 (1.9% of the industry book) .
All Filings in KKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,775 | 30 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,824 | 30 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,068 | 39 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,055 | 38 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,393 | 38 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,183 | 8 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||