WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in KKR — KKR & Co. Inc.

CIK 1632972 PLYMOUTH, MN

Position in KKR

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$11,986,705

-$5,112,824 QoQ

Shares Held

129,586

-3.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1.1822264750821847.ToString("F0")% Shared 0.ToString("F0")% None 98.81777352491781.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $366,045,203 across 167 Asset Management names. KKR ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	49,242	$47,356,523
2	PHYS	Sprott Physical Gold Trust	1,112,010	$39,409,634
3	IVZ	Invesco Ltd.	1,515,077	$36,801,220
4	BX	Blackstone Inc.	233,763	$26,880,407
5	PSLV	Sprott Physical Silver Trust	874,917	$21,339,225
6	AMP	Ameriprise Financial Inc	37,838	$16,815,207
7	KKR	KKR & Co. Inc. This page	129,586	$11,986,705
8	CEF	Sprott Physical Gold & Silver Trust	198,205	$9,458,342

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,986,705	129,586	-3.4%	Shares	Sole	2026-04-08
2025-12-31	$17,099,529	134,135	+4.0%	Shares	Sole	2026-01-08
2025-09-30	$16,757,962	128,957	+1.5%	Shares	Sole	2025-10-29
2025-06-30	$16,900,264	127,041	+1.0%	Shares	Sole	2025-07-10
2025-03-31	$14,546,975	125,828	-4.0%	Shares	Sole	2025-04-16
2024-12-31	$19,380,795	131,031	+9.5%	Shares	Sole	2025-03-17
2024-09-30	$15,628,859	119,688	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$12,603,858	119,763	-16.6%	Shares	Sole	2024-07-16
2024-03-31	$14,444,293	143,610	+352.6%	Shares	Sole	2024-04-15
2023-12-31	$2,628,747	31,729	+42.3%	Shares	Sole	2024-01-30
2023-09-30	$1,373,433	22,296	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.