Position in KKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,144,990
+$25,723 QoQ
Shares Held
23,371
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#465
of 1,265 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,386,303 across 47 Asset Management names. KKR ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
83,813 | $9,528,699 | |
| 2 | BLK |
BlackRock, Inc.
|
7,554 | $7,263,624 | |
| 3 | AMP |
Ameriprise Financial Inc
|
14,259 | $6,541,458 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
160,327 | $6,449,955 | |
| 5 | WT |
WisdomTree, Inc.
|
131,102 | $2,220,867 | |
| 6 | BX |
Blackstone Inc.
|
18,689 | $2,199,134 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
23,371 | $2,144,990 | |
| 8 | NIE |
Virtus Equity & Convertible Income Fund
|
25,600 | $687,616 |
All Filings in KKR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,990 | 23,371 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,119,267 | 22,911 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,907,865 | 14,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,631,522 | 12,555 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,672,453 | 12,572 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,657,269 | 14,335 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,153,273 | 14,558 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,823,288 | 13,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,486,725 | 14,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,395,748 | 13,877 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,149,709 | 13,877 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,037,282 | 16,839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $779,800 | 13,925 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $881,495 | 16,784 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,104,749 | 23,799 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $250,251 | 4,280 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $280,418 | 3,764 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $266,106 | 4,371 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $621,427 | 10,490 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $512,436 | 10,490 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $436,887 | 10,790 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $370,528 | 10,790 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $689,735 | 22,336 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||