Kkr & Co shares owned by Forum Financial Management
Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Kkr & Co
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Quarterly reported holdings in Kkr & Co by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 11k | 129.95 |
| 2025-06-30 | $1.3M | 10k | 133.03 |
| 2025-03-31 | $1.1M | 9.6k | 115.61 |
| 2024-12-31 | $1.3M | 8.6k | 147.91 |
| 2024-09-30 | $1.1M | 8.5k | 130.58 |
| 2024-06-30 | $889k | 8.5k | 105.24 |
| 2024-03-31 | $850k | 8.5k | 100.58 |
| 2023-12-31 | $700k | 8.5k | 82.85 |
| 2023-09-30 | $441k | 7.2k | 61.60 |
| 2023-06-30 | $401k | 7.2k | 56.00 |
| 2023-03-31 | $376k | 7.2k | 52.52 |
| 2022-12-31 | $210k | 4.5k | 46.42 |
| 2022-06-30 | $208k | 4.5k | 46.36 |
| 2022-03-31 | $249k | 4.3k | 58.35 |
| 2021-12-31 | $598k | 8.0k | 74.49 |
More positions owned by Forum Financial Management
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