Visionary Wealth Advisors

Position in KKR — KKR & Co. Inc.

CIK 1802984 O'FALLON, IL

Position in KKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$591,705

-$50,800 QoQ

Shares Held

6,447

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#713

of 1,265 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $6,592,915 across 17 Asset Management names. KKR ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMF	Templeton Emerging Markets Fund	48,580	$1,128,027
2	UTG	Reaves Utility Income Fund	17,366	$707,143
3	BX	Blackstone Inc.	5,275	$620,709
4	KKR	KKR & Co. Inc. This page	6,447	$591,705
5	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	36,896	$510,271
6	RJF	Raymond James Financial Inc	3,355	$510,060
7	FSK	FS KKR Capital Corp	30,210	$317,205
8	OBDC	Blue Owl Capital Corp	28,859	$313,697

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,705	6,447	-7.2%	Shares	Sole	2026-08-13
2026-03-31	$642,505	6,946	+0.4%	Shares	Sole	2026-05-13
2025-12-31	$881,524	6,915	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$930,442	7,160	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$955,155	7,180	+4.5%	Shares	Sole	2025-08-14
2025-03-31	$794,125	6,869	+6.2%	Shares	Sole	2025-05-14
2024-12-31	$956,829	6,469	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$840,674	6,438	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$677,219	6,435	0.0%	Shares	Sole	2024-08-13
2024-03-31	$647,232	6,435	-4.2%	Shares	Sole	2024-05-15
2023-12-31	$556,420	6,716	-5.6%	Shares	Sole	2024-02-14
2023-09-30	$438,345	7,116	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$405,160	7,235	+4.0%	Shares	Sole	2023-08-11
2023-03-31	$365,224	6,954	-6.7%	Shares	Sole	2023-05-15
2022-12-31	$346,014	7,454	+4.1%	Shares	Sole	2023-02-14
2022-09-30	$307,837	7,159	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$338,102	7,304	+4.3%	Shares	Sole	2022-08-12
2022-03-31	$409,523	7,004	-0.3%	Shares	Sole	2022-05-12
2021-12-31	$523,288	7,024	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$433,709	7,124	+5.8%	Shares	Sole	2021-11-12
2021-06-30	$398,922	6,734	-5.2%	Shares	Sole	2021-08-13
2021-03-31	$347,030	7,104	-30.2%	Shares	Sole	2021-05-18
2020-12-31	$412,188	10,180	+3.1%	Shares	Sole	2021-02-16
2020-09-30	$338,970	9,871	+2.4%	Shares	Sole	2020-11-16
2020-06-30	$297,559	9,636	+0.5%	Shares	Sole	2020-08-14
2020-03-31	$225,100	9,591	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.