Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,952
-$1,395 QoQ
Shares Held
2,451
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#977
of 1,265 holders
Holding Since
Dec 2024
7 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, 2026BlueStem Wealth Partners, LLC holds $2,849,035 across 3 Asset Management names. KKR ranks #3 (7.9% of the industry book) .
All Filings in KKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,952 | 2,451 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,347 | 2,447 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,756 | 2,069 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $322,016 | 2,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $378,204 | 2,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $358,622 | 3,102 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $436,482 | 2,951 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||