Position in KKR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$679,172
-$32,893 QoQ
Shares Held
7,400
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#680
of 1,261 holders
Holding Since
Mar 2024
10 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, 2026Duncan Williams Asset Management, LLC holds $2,581,066 across 3 Asset Management names. KKR ranks #3 (26.3% of the industry book) .
All Filings in KKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,172 | 7,400 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $712,065 | 7,698 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,242,802 | 9,749 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,365,384 | 10,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,708,371 | 12,842 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,275,871 | 11,036 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,535,453 | 10,381 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,717,127 | 13,150 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,423,055 | 13,522 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,378,046 | 13,701 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||