Position in KKR
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$519,107
+$24,972 QoQ
Shares Held
5,656
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#755
of 1,265 holders
Holding Since
Mar 2025
5 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, 2026Forefront Wealth Partners, LLC holds $1,458,999 across 3 Asset Management names. KKR ranks #2 (35.6% of the industry book) .
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,107 | 5,656 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $494,135 | 5,342 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $452,681 | 3,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $443,779 | 3,415 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $325,095 | 2,812 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||