Pines Wealth Management, LLC

Position in KKR — KKR & Co. Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in KKR

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$350,575

-$219,005 QoQ

Shares Held

3,790

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pines Wealth Management, LLC holds $1,218,349 across 4 Asset Management names. KKR ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	3,790	$350,575
2	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	20,473	$317,126
3	GUT	Gabelli Utility Trust	50,000	$302,500
4	BX	Blackstone Inc.	2,158	$248,148

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.