Position in KKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$167,425
-$63,313 QoQ
Shares Held
1,810
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bogart Wealth, LLC holds $10,246,101 across 54 Asset Management names. KKR ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,718 | $8,384,187 | |
| 2 | BX |
Blackstone Inc.
|
3,089 | $355,204 | |
| 3 | KKR |
KKR & Co. Inc.
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|
1,810 | $167,425 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
6,200 | $151,218 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
6,605 | $138,837 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
4,184 | $112,675 | |
| 7 | APO |
Apollo Global Management, Inc.
|
905 | $100,835 | |
| 8 | CG |
Carlyle Group Inc.
|
1,602 | $77,520 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,425 | 1,810 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $230,738 | 1,810 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $235,209 | 1,810 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $239,853 | 1,803 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $207,982 | 1,799 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $273,781 | 1,851 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $233,868 | 1,791 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $188,274 | 1,789 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $171,187 | 1,702 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $141,010 | 1,702 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $107,492 | 1,745 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $97,720 | 1,745 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $91,647 | 1,745 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $81,002 | 1,745 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $75,035 | 1,745 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $80,776 | 1,745 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $102,030 | 1,745 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $126,799 | 1,702 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $103,617 | 1,702 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $100,826 | 1,702 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $83,142 | 1,702 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $68,913 | 1,702 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $58,446 | 1,702 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $52,557 | 1,702 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $39,945 | 1,702 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||