Apella Capital, LLC

Position in KKR — KKR & Co. Inc.

CIK 1801507 WEST HARTFORD, CT

Position in KKR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$362,163

-$2,194 QoQ

Shares Held

3,946

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#47

of 102 holders

Holding Since

Dec 2021

12 quarters on record

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

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $14,211,126 across 13 Asset Management names. KKR ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	351,326	$6,629,521
2	PHYS	Sprott Physical Gold Trust	99,674	$3,007,164
3	BX	Blackstone Inc.	15,727	$1,850,596
4	PFG	Principal Financial Group Inc	5,358	$577,485
5	BLK	BlackRock, Inc.	546	$525,011
6	AMP	Ameriprise Financial Inc	838	$384,440
7	KKR	KKR & Co. Inc. This page	3,946	$362,163
8	APO	Apollo Global Management, Inc.	2,086	$246,794

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,163	3,946	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$364,357	3,939	-0.2%	Shares	Sole	2026-04-20
2025-12-31	$503,036	3,946	-0.6%	Shares	Sole	2026-01-21
2025-09-30	$516,031	3,971	+9.0%	Shares	Sole	2025-10-17
2025-06-30	$484,495	3,642	+9.4%	Shares	Sole	2025-07-08
2025-03-31	$384,750	3,328	+0.7%	Shares	Sole	2025-04-10
2024-12-31	$488,694	3,304	-0.5%	Shares	Sole	2025-01-14
2024-09-30	$433,656	3,321	+3.3%	Shares	Sole	2024-10-03
2024-06-30	$338,346	3,215	+0.6%	Shares	Sole	2024-07-10
2024-03-31	$321,453	3,196	+0.1%	Shares	Sole	2024-04-10
2023-12-31	$264,540	3,193	+6.4%	Shares	Sole	2024-01-05
2021-12-31	$223,500	3,000	—	Shares	Sole	2022-01-13
No filing history on record for this holder in this stock.