Aries Wealth Management

Position in KKR — KKR & Co. Inc.

CIK 1729515 PORTLAND, ME

Position in KKR

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

Position Value

$813,537

-$6,383 QoQ

Shares Held

8,864

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#651

of 1,265 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aries Wealth Management holds $4,213,209 across 6 Asset Management names. KKR ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,583	$1,522,149
2	KKR	KKR & Co. Inc. This page	8,864	$813,537
3	STT	State Street Corp	4,779	$810,518
4	AMP	Ameriprise Financial Inc	1,081	$495,919
5	ARES	Ares Management Corp	3,726	$414,741
6	FSK	FS KKR Capital Corp	14,890	$156,345

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,537	8,864	0.0%	Shares	Sole	2026-07-24
2026-03-31	$819,920	8,864	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,129,982	8,864	-5.3%	Shares	Sole	2026-01-30
2025-09-30	$1,216,851	9,364	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$1,251,014	9,404	0.0%	Shares	Sole	2025-07-28
2025-03-31	$1,087,196	9,404	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,390,945	9,404	-0.4%	Shares	Sole	2025-01-30
2024-09-30	$1,233,197	9,444	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$998,096	9,484	+5.8%	Shares	Sole	2024-07-25
2024-03-31	$901,196	8,960	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$750,621	9,060	0.0%	Shares	Sole	2024-01-10
2023-09-30	$558,096	9,060	-1.6%	Shares	Sole	2023-10-19
2023-06-30	$515,760	9,210	0.0%	Shares	Sole	2023-07-14
2023-03-31	$483,709	9,210	0.0%	Shares	Sole	2023-04-11
2022-12-31	$427,528	9,210	-9.8%	Shares	Sole	2023-01-19
2022-09-30	$439,030	10,210	0.0%	Shares	Sole	2022-11-02
2022-06-30	$472,620	10,210	0.0%	Shares	Sole	2022-07-27
2021-12-31	$760,645	10,210	0.0%	Shares	Sole	2022-06-06
2021-09-30	$621,584	10,210	-5.1%	Shares	Sole	2021-10-13
2021-06-30	$637,422	10,760	-3.6%	Shares	Sole	2021-07-14
2021-03-31	$545,166	11,160	-8.2%	Shares	Sole	2021-04-20
2020-12-31	$492,358	12,160	0.0%	Shares	Sole	2021-01-22
2020-09-30	$417,574	12,160	0.0%	Shares	Sole	2020-10-14
2020-06-30	$375,500	12,160	0.0%	Shares	Sole	2020-07-09
2020-03-31	$285,395	12,160	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.