Waterfront Wealth Inc.

SEC CIK: 0001775210
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

KKR holding history

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

KKR overview All 13F holders of KKR Full Q2 2026 holdings

Shares (Q2 2026): 45,392
Value: $4.40M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of KKR by Waterfront Wealth Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,392	$4.40M	0.7%	−54−0.1%	Reduced	Holders
Q1 2026	45,446	$4.20M	0.8%	+350+0.8%	Added	Holders
Q4 2025	45,096	$5.45M	1.0%	−90.0%	Reduced	Holders
Q3 2025	45,105	$5.57M	1.1%	00.0%	Unchanged	Holders
Q2 2025	45,105	$6.00M	1.3%	+220+0.5%	Added	Holders
Q1 2025	44,885	$5.19M	1.3%	−710−1.6%	Reduced	Holders
Q4 2024	45,595	$6.74M	1.6%	−1,450−3.1%	Reduced	Holders
Q3 2024	47,045	$6.55M	1.6%	−145−0.3%	Reduced	Holders
Q2 2024	47,190	$4.97M	1.3%	−4,800−9.2%	Reduced	Holders
Q1 2024	51,990	$4.94M	1.4%	−200−0.4%	Reduced	Holders
Q4 2023	52,190	$4.32M	1.3%	00.0%	Unchanged	Holders
Q3 2023	52,190	$2.88M	0.9%	+10.0%	Added	Holders
Q2 2023	52,189	$3.18M	0.9%	+10.0%	Added	Holders
Q1 2023	52,188	$2.74M	0.9%	−2,249−4.1%	Reduced	Holders
Q4 2022	54,437	$3.02M	1.0%	−250−0.5%	Reduced	Holders
Q3 2022	54,687	$2.68M	1.0%	+20.0%	Added	Holders
Q2 2022	54,685	$2.53M	1.0%	−249−0.5%	Reduced	Holders
Q1 2022	54,934	$3.17M	1.1%	−657−1.2%	Reduced	Holders
Q4 2021	55,591	$4.14M	1.6%	00.0%	Unchanged	Holders
Q3 2021	55,591	$3.38M	1.6%	−1,000−1.8%	Reduced	Holders
Q2 2021	56,591	$3.35M	1.6%	00.0%	Unchanged	Holders
Q1 2021	56,591	$2.85M	1.4%	–	–	Holders

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