Position in KKR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,480
-$886 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, 2026CAPITAL & PLANNING, LLC holds $1,553,495 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
132,325 | $1,553,495 |
All Filings in KKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,480 | 16 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $2,366 | 16 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||