ATX Financial Planning, LLC

Position in KKR — KKR & Co. Inc.

CIK 2111013 AUSTIN, TX

Position in KKR

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$589,044

-$53,646 QoQ

Shares Held

6,418

-7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#715

of 1,265 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

ATX Financial Planning, LLC holds $2,387,599 across 3 Asset Management names. KKR ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	7,859	$929,798
2	BX	Blackstone Inc.	7,383	$868,757
3	KKR	KKR & Co. Inc. This page	6,418	$589,044

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,044	6,418	-7.6%	Shares	Sole	2026-08-20
2026-03-31	$642,690	6,948	+9.9%	Shares	Sole	2026-04-30
2025-12-31	$806,183	6,324	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.