Position in KKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,032,157
-$7,728 QoQ
Shares Held
11,246
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#122
of 396 holders
Holding Since
Mar 2022
18 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, 2026Chemistry Wealth Management LLC holds $25,337,514 across 8 Asset Management names. KKR ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
445,436 | $18,971,119 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,721 | $1,707,045 | |
| 3 | BLK |
BlackRock, Inc.
|
1,307 | $1,256,758 | |
| 4 | KKR |
KKR & Co. Inc.
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|
11,246 | $1,032,157 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
15,789 | $708,136 | |
| 6 | SOR |
Source Capital /De/
|
14,191 | $652,360 | |
| 7 | BX |
Blackstone Inc.
|
4,969 | $584,702 | |
| 8 | KF |
Korea Fund Inc
|
5,654 | $425,237 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,157 | 11,246 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,039,885 | 11,242 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,432,620 | 11,238 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,590,847 | 12,242 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,628,154 | 12,239 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,404,545 | 12,149 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,796,514 | 12,146 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,585,763 | 12,144 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,175,741 | 11,172 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,102,457 | 10,961 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $895,111 | 10,804 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $665,526 | 10,804 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $777,112 | 13,877 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $728,820 | 13,877 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $652,061 | 14,047 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $610,256 | 14,192 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $653,244 | 14,112 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $720,993 | 12,331 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||