Tower View Wealth Management LLC

Position in KKR — KKR & Co. Inc.

CIK 1729045 SHOREWOOD, WI

Position in KKR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$115,275

-$720 QoQ

Shares Held

1,256

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,042

of 1,265 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tower View Wealth Management LLC holds $452,894 across 4 Asset Management names. KKR ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	200	$192,312
2	KKR	KKR & Co. Inc. This page	1,256	$115,275
3	CG	Carlyle Group Inc.	2,291	$96,474
4	BX	Blackstone Inc.	415	$48,833

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,275	1,256	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$115,995	1,254	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$159,477	1,251	-23.9%	Shares	Sole	2026-01-23
2025-09-30	$213,507	1,643	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$218,169	1,640	+0.1%	Shares	Sole	2025-07-21
2025-03-31	$189,369	1,638	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$241,980	1,636	+0.1%	Shares	Sole	2025-02-05
2024-09-30	$213,367	1,634	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$171,751	1,632	+0.2%	Shares	Sole	2024-07-26
2024-03-31	$163,844	1,629	+0.2%	Shares	Sole	2024-04-29
2023-12-31	$134,714	1,626	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$99,976	1,623	+0.3%	Shares	Sole	2023-10-31
2023-06-30	$90,608	1,618	+0.3%	Shares	Sole	2023-07-31
2023-03-31	$84,714	1,613	+0.2%	Shares	Sole	2023-05-16
2022-12-31	$74,689	1,609	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$69,015	1,605	+0.3%	Shares	Sole	2022-11-15
2022-06-30	$74,064	1,600	0.0%	Shares	Sole	2022-08-08
2022-03-31	$93,552	1,600	-8.6%	Shares	Sole	2022-05-13
2021-12-31	$130,375	1,750	-12.5%	Shares	Sole	2022-02-03
2021-09-30	$121,760	2,000	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.