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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by WealthPLAN Partners, LLC, 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of KKR by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,082−100.0%Sold outHolders
Q4 20252,082$265.4K<0.1%−194−8.5%ReducedHolders
Q3 20252,276$295.8K<0.1%−54−2.3%ReducedHolders
Q2 20252,330$310.0K<0.1%−81−3.4%ReducedHolders
Q1 20252,411$278.7K<0.1%−524−17.9%ReducedHolders
Q4 20242,935$434.1K0.1%+1,320+81.7%AddedHolders
Q3 20241,615$210.9K<0.1%+1,615NewHolders
Q3 20230$00.0%−872−100.0%Sold outHolders
Q2 2023872$48.8K<0.1%00.0%UnchangedHolders
Q1 2023872$45.8K<0.1%+872NewHolders
Q2 2022––––Not filedHolders
Q1 20225,252$268.0K<0.1%+115+2.2%AddedHolders
Q4 20215,137$366.0K<0.1%−38−0.7%ReducedHolders
Q3 20215,175$402.0K<0.1%+38+0.7%AddedHolders
Q2 20215,137$338.0K<0.1%00.0%UnchangedHolders
Q1 20215,137$286.0K<0.1%––Holders

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