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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by HighMark Wealth Management 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 (Q2 2026)
30
Value
$2.78K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of KKR by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$2.78K<0.1%00.0%UnchangedHolders
Q1 202630$2.80K<0.1%00.0%UnchangedHolders
Q4 202530$3.85K<0.1%−9−23.1%ReducedHolders
Q3 202539$5.08K<0.1%+1+2.6%AddedHolders
Q2 202538$5.06K<0.1%00.0%UnchangedHolders
Q1 202538$4.39K<0.1%+30+375.0%AddedHolders
Q4 20248$1.18K<0.1%+8NewHolders