Trueblood Wealth Management, LLC

Position in KKR — KKR & Co. Inc.

CIK 2005380 LIMA, OH

Position in KKR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$998,566

-$7,186 QoQ

Shares Held

10,880

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#602

of 1,261 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $2,424,388 across 5 Asset Management names. KKR ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	10,880	$998,566
2	BX	Blackstone Inc.	4,120	$484,800
3	ARCC	Ares Capital Corp	20,065	$371,804
4	NTRS	Northern Trust Corp	1,956	$340,031
5	ARES	Ares Management Corp	2,059	$229,187

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,566	10,880	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$1,005,752	10,873	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$1,402,280	11,000	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$1,426,331	10,976	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$1,458,806	10,966	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$1,266,391	10,954	+4.4%	Shares	Sole	2025-04-15
2024-12-31	$1,551,871	10,492	-1.9%	Shares	Sole	2025-01-16
2024-09-30	$1,397,075	10,699	-1.1%	Shares	Sole	2024-10-23
2024-06-30	$1,138,486	10,818	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$1,089,683	10,834	-0.6%	Shares	Sole	2024-04-26
2023-12-31	$903,065	10,900	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.