CFM WEALTH PARTNERS LLC

Position in KKR — KKR & Co. Inc.

CIK 1801097 AUSTIN, TX

Position in KKR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,902,358

-$101,117 QoQ

Shares Held

31,623

-2.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#428

of 1,261 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $4,096,591 across 4 Asset Management names. KKR ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	31,623	$2,902,358
2	NAD	Nuveen Quality Municipal Income Fund	57,144	$692,585
3	BLK	BlackRock, Inc.	307	$295,198
4	APO	Apollo Global Management, Inc.	1,745	$206,450

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,902,358	31,623	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$3,003,475	32,470	-9.8%	Shares	Sole	2026-04-21
2025-12-31	$4,591,064	36,014	+4.9%	Shares	Sole	2026-01-27
2025-09-30	$4,460,793	34,327	+10.2%	Shares	Sole	2025-11-03
2025-06-30	$4,142,820	31,142	+10.4%	Shares	Sole	2025-07-23
2025-03-31	$3,261,936	28,215	+7.2%	Shares	Sole	2025-04-25
2024-12-31	$3,894,322	26,329	+2.7%	Shares	Sole	2025-01-24
2024-09-30	$3,346,243	25,626	+18.3%	Shares	Sole	2024-10-23
2024-06-30	$2,278,972	21,655	+26.3%	Shares	Sole	2024-07-18
2024-03-31	$1,724,745	17,148	+30.3%	Shares	Sole	2024-04-15
2023-12-31	$1,090,554	13,163	+0.7%	Shares	Sole	2024-01-12
2023-09-30	$804,927	13,067	+0.7%	Shares	Sole	2023-10-11
2023-06-30	$726,712	12,977	-2.1%	Shares	Sole	2023-07-14
2023-03-31	$696,047	13,253	-6.7%	Shares	Sole	2023-04-12
2022-12-31	$659,210	14,201	-46.4%	Shares	Sole	2023-01-20
2022-09-30	$1,139,242	26,494	-11.8%	Shares	Sole	2022-10-17
2022-06-30	$1,389,718	30,022	-5.8%	Shares	Sole	2022-07-12
2022-03-31	$1,863,029	31,863	-14.8%	Shares	Sole	2022-04-14
2021-12-31	$2,786,672	37,405	+161.0%	Shares	Sole	2022-01-21
2021-09-30	$872,532	14,332	+23.5%	Shares	Sole	2021-10-25
2021-06-30	$687,243	11,601	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.