Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,067
-$958 QoQ
Shares Held
1,330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,037
of 1,265 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $184,154 across 3 Asset Management names. KKR ranks #1 (66.3% of the industry book) .
All Filings in KKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,067 | 1,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $123,025 | 1,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $309,776 | 2,430 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $226,762 | 1,745 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||