Avior Wealth Management, LLC

Position in KKR — KKR & Co. Inc.

CIK 1599868 OMAHA, NE

Position in KKR

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,328,115

+$42,225 QoQ

Shares Held

14,358

+42.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Avior Wealth Management, LLC holds $38,686,781 across 41 Asset Management names. KKR ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DBL	DoubleLine Opportunistic Credit Fund	573,966	$8,379,903
2	PDI	PIMCO Dynamic Income Fund	450,684	$7,711,203
3	ARCC	Ares Capital Corp	195,035	$3,514,530
4	BLK	BlackRock, Inc.	3,437	$3,305,397
5	KKR	KKR & Co. Inc. This page	14,358	$1,328,115
6	NEA	Nuveen AMT-Free Quality Municipal Income Fund	101,823	$1,143,472
7	NAD	Nuveen Quality Municipal Income Fund	85,217	$979,995
8	BN	BROOKFIELD Corp /ON/	23,308	$943,274

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,328,115	14,358	+42.3%	Shares	Sole	2026-04-09
2025-12-31	$1,285,890	10,087	+11.2%	Shares	Sole	2026-01-06
2025-03-31	$1,048,929	9,073	+11.8%	Shares	Sole	2025-04-21
2024-12-31	$1,200,881	8,119	+6.6%	Shares	Sole	2025-01-17
2024-09-30	$994,105	7,613	+85.7%	Shares	Sole	2024-11-08
2024-06-30	$431,378	4,099	-9.1%	Shares	Sole	2024-08-13
2024-03-31	$453,414	4,508	+13987.5%	Shares	Sole	2024-04-30
2020-12-31	$1,295	32	0.0%	Shares	Sole	2021-02-09
2020-09-30	$1,098	32	0.0%	Shares	Sole	2020-10-20
2020-06-30	$988	32	—	Shares	Sole	2020-07-02
No filing history on record for this holder in this stock.