WealthPlan Investment Management, LLC

Position in KKR — KKR & Co. Inc.

CIK 1929986 OMAHA, NE

Position in KKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$349,130

+$143,965 QoQ

Shares Held

3,804

+71.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#840

of 1,265 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,428,150 across 5 Asset Management names. KKR ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	17,762	$2,090,054
2	ARCC	Ares Capital Corp	25,320	$469,179
3	AMP	Ameriprise Financial Inc	824	$378,017
4	KKR	KKR & Co. Inc. This page	3,804	$349,130
5	FSCO	FS Credit Opportunities Corp.	28,411	$141,770

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,130	3,804	+71.5%	Shares	Other	2026-07-28
2026-03-31	$205,165	2,218	-57.8%	Shares	Sole	2026-04-29
2022-03-31	$307,084	5,252	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.