Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,921
-$86 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,161
of 1,261 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IFS Advisors, LLC holds $13,601 across 4 Asset Management names. KKR ranks #1 (80.3% of the industry book) .
All Filings in KKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,921 | 119 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,007 | 119 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $15,170 | 119 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $15,464 | 119 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $15,830 | 119 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,757 | 119 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $17,601 | 119 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,487 | 65 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,631 | 25 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,514 | 25 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,071 | 25 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,540 | 25 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,400 | 25 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,313 | 25 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,160 | 25 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,075 | 25 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,157 | 25 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,461 | 25 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,862 | 25 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $1,012 | 25 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||