Position in KKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,151,902
+$259,542 QoQ
Shares Held
12,453
+77.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.40729141572312.ToString("F0")%
Shared 0.ToString("F0")%
None 23.59270858427688.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Linscomb Wealth, Inc. holds $12,740,612 across 4 Asset Management names. KKR ranks #3 (9.0% of the industry book) .
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,151,902 | 12,453 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $892,360 | 7,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $909,909 | 7,002 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $933,072 | 7,014 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $859,329 | 7,433 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,035,370 | 7,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $914,060 | 7,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $736,680 | 7,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $704,060 | 7,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $579,950 | 7,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $462,924 | 7,515 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $420,840 | 7,515 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $394,687 | 7,515 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $667,473 | 14,379 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,145 | 7,515 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $347,869 | 7,515 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $841,324 | 14,389 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,071,235 | 14,379 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $984,977 | 16,179 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $958,443 | 16,179 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $790,344 | 16,179 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $655,087 | 16,179 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $555,586 | 16,179 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $499,607 | 16,179 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $379,721 | 16,179 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||