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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

KKR holding history

KKR & Co. Inc. in every 13F filed by CIC Wealth, 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 Q3 2024 holdings

Shares (Q3 2024)
5,740
Value
$749.5K
% of portfolio
0.2%
Quarters held
4
Since Q4 2023
Holdings of KKR by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20245,740$749.5K0.2%+55+1.0%AddedHolders
Q2 20245,685$598.3K0.2%−200−3.4%ReducedHolders
Q1 20245,885$591.9K0.2%+1,330+29.2%AddedHolders
Q4 20234,555$377.4K0.1%+4,555NewHolders