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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

KKR holding history

KKR & Co. Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KKR overviewAll 13F holders of KKRFull Q3 2025 holdings

Shares (Q3 2025)
13,094
Value
$1.70M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of KKR by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202513,094$1.70M0.1%+118+0.9%AddedHolders
Q2 202512,976$1.73M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202412,848$1.90M0.1%−113−0.9%ReducedHolders
Q3 202412,961$1.69M0.1%+265+2.1%AddedHolders
Q2 202412,696$1.34M0.1%−13−0.1%ReducedHolders
Q1 202412,709$1.28M0.1%+43+0.3%AddedHolders
Q4 202312,666$1.05M0.1%+224+1.8%AddedHolders
Q3 202312,442$766.4K<0.1%+22+0.2%AddedHolders
Q2 202312,420$695.5K<0.1%+454+3.8%AddedHolders
Q1 202311,966$628.5K<0.1%−46−0.4%ReducedHolders
Q4 202212,012$557.6K<0.1%+1,115+10.2%AddedHolders
Q3 202210,897$468.0K<0.1%+34+0.3%AddedHolders
Q2 202210,863$503.0K<0.1%+163+1.5%AddedHolders
Q1 202210,700$626.0K<0.1%00.0%UnchangedHolders
Q4 202110,700$797.0K<0.1%00.0%UnchangedHolders
Q3 202110,700$652.0K<0.1%00.0%UnchangedHolders
Q2 202110,700$634.0K<0.1%−10,024−48.4%ReducedHolders
Q1 202120,724$1.01M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.