Guardian Wealth Management, Inc.

Position in KKR — KKR & Co. Inc.

CIK 1910205 PEORIA, IL

Position in KKR

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

Position Value

$2,631,057

-$104,260 QoQ

Shares Held

28,667

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#75

of 396 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $15,473,792 across 4 Asset Management names. KKR ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	48,895	$5,784,767
2	BN	BROOKFIELD Corp /ON/	95,374	$4,061,978
3	RPC	Ridgepost Capital, Inc.	380,685	$2,995,990
4	KKR	KKR & Co. Inc. This page	28,667	$2,631,057

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,631,057	28,667	-3.1%	Shares	Sole	2026-07-13
2026-03-31	$2,735,317	29,571	-1.6%	Shares	Sole	2026-05-08
2025-12-31	$3,832,048	30,060	-3.8%	Shares	Sole	2026-02-13
2025-09-30	$4,059,767	31,241	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$4,210,266	31,649	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$3,641,483	31,498	-1.2%	Shares	Sole	2025-05-06
2024-12-31	$4,715,666	31,882	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$4,267,484	32,681	-0.2%	Shares	Sole	2024-11-15
2024-06-30	$3,446,504	32,749	-6.2%	Shares	Sole	2024-08-08
2024-03-31	$3,510,744	34,905	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$2,970,089	35,849	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$2,211,624	35,903	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$2,008,888	35,873	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$1,941,506	36,967	+11.5%	Shares	Sole	2023-05-09
2022-12-31	$1,539,519	33,165	-16.5%	Shares	Sole	2023-02-10
2022-09-30	$1,707,143	39,701	-4.2%	Shares	Sole	2022-11-14
2022-06-30	$1,917,378	41,421	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$2,451,705	41,931	-1.5%	Shares	Sole	2022-05-13
2021-12-31	$3,171,688	42,573	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.