Pines Wealth Management, LLC

Position in KKR — KKR & Co. Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in KKR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$230,276

-$120,299 QoQ

Shares Held

2,509

-33.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#968

of 1,265 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pines Wealth Management, LLC holds $1,205,821 across 4 Asset Management names. KKR ranks #4 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	21,274	$346,340
2	GUT	Gabelli Utility Trust	50,000	$329,500
3	BX	Blackstone Inc.	2,547	$299,705
4	KKR	KKR & Co. Inc. This page	2,509	$230,276

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,276	2,509	-33.8%	Shares	Sole	2026-07-22
2026-03-31	$350,575	3,790	-15.2%	Shares	Sole	2026-04-08
2025-12-31	$569,580	4,468	-6.5%	Shares	Sole	2026-02-02
2025-09-30	$620,901	4,778	-1.0%	Shares	Sole	2025-11-03
2025-06-30	$641,869	4,825	+17.3%	Shares	Sole	2025-07-09
2025-03-31	$475,735	4,115	+3.0%	Shares	Sole	2025-04-11
2024-12-31	$590,752	3,994	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.