• 13F History

KDK Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$96.3M
Signature - Title
Kamden Kanaly - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by KDK Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KDK Private Wealth Management, LLC reported 55 stock holdings with total value $96.3M as of Q4 2024. Top holdings included EPD, IWV, CCI, FTEC, and IVV.
Holdings Value

List of Other Managers Reporting for KDK Private Wealth Management, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 55 $96.3M $0 $0 EPD, IWV, CCI, FTEC, IVV 13F-HR 2/13/2025, 12:48 PM