Premier Path Wealth Partners, LLC

Position in KKR — KKR & Co. Inc.

CIK 1999925 MADISON, NJ

Position in KKR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$614,558

-$11,389 QoQ

Shares Held

6,696

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#701

of 1,265 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $7,571,265 across 10 Asset Management names. KKR ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,142	$3,021,221
2	BX	Blackstone Inc.	6,730	$791,919
3	AMP	Ameriprise Financial Inc	1,568	$719,335
4	STT	State Street Corp	3,672	$622,771
5	KKR	KKR & Co. Inc. This page	6,696	$614,558
6	TROW	Price T Rowe Group Inc	5,273	$599,487
7	PFG	Principal Financial Group Inc	4,539	$489,213
8	APO	Apollo Global Management, Inc.	2,532	$299,560

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,558	6,696	-1.0%	Shares	Sole	2026-07-21
2026-03-31	$625,947	6,767	+5.6%	Shares	Sole	2026-04-23
2025-12-31	$817,019	6,409	+5.6%	Shares	Sole	2026-01-22
2025-09-30	$788,536	6,068	-1.9%	Shares	Sole	2025-11-04
2025-06-30	$822,923	6,186	+21.9%	Shares	Sole	2025-08-04
2025-03-31	$586,489	5,073	+16.8%	Shares	Sole	2025-04-21
2024-12-31	$642,668	4,345	+1.2%	Shares	Sole	2025-01-15
2024-09-30	$560,841	4,295	+1.5%	Shares	Sole	2024-10-15
2024-06-30	$445,270	4,231	+2.4%	Shares	Sole	2024-07-24
2024-03-31	$415,596	4,132	-0.8%	Shares	Sole	2024-04-24
2023-12-31	$345,070	4,165	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.