Global Wealth Management Investment Advisory, Inc.

Position in KKR — KKR & Co. Inc.

CIK 1767855 FORT LAUDERDALE, FL

Position in KKR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$883,190

-$111,281 QoQ

Shares Held

9,548

+22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Global Wealth Management Investment Advisory, Inc. holds $6,591,366 across 6 Asset Management names. KKR ranks #6 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFIC	MidCap Financial Investment Corp	112,373	$1,263,072
2	GBDC	GOLUB CAPITAL BDC, Inc.	98,148	$1,242,553
3	ARCC	Ares Capital Corp	62,577	$1,127,637
4	OBDC	Blue Owl Capital Corp	101,498	$1,122,567
5	BX	Blackstone Inc.	8,282	$952,347
6	KKR	KKR & Co. Inc. This page	9,548	$883,190

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$883,190	9,548	+22.4%	Shares	Sole	2026-05-01
2025-12-31	$994,471	7,801	-13.0%	Shares	Sole	2026-02-04
2025-09-30	$1,165,131	8,966	+5.0%	Shares	Sole	2025-10-27
2025-06-30	$1,136,209	8,541	+12.1%	Shares	Sole	2025-08-07
2025-03-31	$881,063	7,621	+13.7%	Shares	Sole	2025-04-29
2024-12-31	$991,588	6,704	+0.9%	Shares	Sole	2025-01-29
2024-09-30	$867,834	6,646	-18.2%	Shares	Sole	2024-10-30
2024-06-30	$855,495	8,129	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$815,703	8,110	-1.5%	Shares	Sole	2024-05-10
2023-12-31	$682,021	8,232	-20.5%	Shares	Sole	2024-02-05
2023-09-30	$637,929	10,356	+5.0%	Shares	Sole	2023-11-06
2023-06-30	$552,440	9,865	+5.7%	Shares	Sole	2023-08-10
2023-03-31	$490,011	9,330	+4.7%	Shares	Sole	2023-05-08
2022-12-31	$413,602	8,910	+9.5%	Shares	Sole	2023-02-07
2022-09-30	$350,020	8,140	+14.0%	Shares	Sole	2022-11-09
2022-06-30	$330,464	7,139	+19.7%	Shares	Sole	2022-08-15
2022-03-31	$348,832	5,966	+18.3%	Shares	Sole	2022-05-17
2021-12-31	$375,554	5,041	+13.8%	Shares	Sole	2022-02-15
2021-09-30	$269,698	4,430	+21.7%	Shares	Sole	2021-11-16
2021-06-30	$215,574	3,639	+46.5%	Shares	Sole	2021-08-11
2021-03-31	$121,343	2,484	+11.6%	Shares	Sole	2021-05-17
2020-12-31	$90,090	2,225	+7.7%	Shares	Sole	2021-02-16
2020-09-30	$70,946	2,066	-3.0%	Shares	Sole	2020-11-16
2020-06-30	$65,774	2,130	+32.8%	Shares	Sole	2020-08-12
2020-03-31	$37,645	1,604	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.