Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$201,457
-$338,003 QoQ
Shares Held
2,195
-62.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,006
of 1,265 holders
Holding Since
Sep 2024
6 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, 2026Dynasty Wealth Management, LLC holds $985,277 across 3 Asset Management names. KKR ranks #3 (20.4% of the industry book) .
All Filings in KKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,457 | 2,195 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $539,460 | 5,832 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $282,623 | 2,217 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $293,167 | 2,256 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $236,508 | 1,599 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $207,491 | 1,589 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||