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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Aries Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KKR overviewAll 13F holders of KKRFull Q2 2026 holdings

Shares (Q2 2026)
8,864
Value
$813.5K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of KKR by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,864$813.5K0.2%00.0%UnchangedHolders
Q1 20268,864$819.9K0.2%00.0%UnchangedHolders
Q4 20258,864$1.13M0.3%−500−5.3%ReducedHolders
Q3 20259,364$1.22M0.3%−40−0.4%ReducedHolders
Q2 20259,404$1.25M0.3%00.0%UnchangedHolders
Q1 20259,404$1.09M0.3%00.0%UnchangedHolders
Q4 20249,404$1.39M0.4%−40−0.4%ReducedHolders
Q3 20249,444$1.23M0.3%−40−0.4%ReducedHolders
Q2 20249,484$998.1K0.3%+524+5.8%AddedHolders
Q1 20248,960$901.2K0.3%−100−1.1%ReducedHolders
Q4 20239,060$750.6K0.3%00.0%UnchangedHolders
Q3 20239,060$546.7K0.2%−150−1.6%ReducedHolders
Q2 20239,210$515.8K0.2%00.0%UnchangedHolders
Q1 20239,210$483.7K0.2%00.0%UnchangedHolders
Q4 20229,210$427.5K0.2%−1,000−9.8%ReducedHolders
Q3 202210,210$497.0K0.2%00.0%UnchangedHolders
Q2 202210,210$473.0K0.2%+10,210NewHolders
Q1 20220$00.0%−10,210−100.0%Sold outHolders
Q4 202110,210$761.0K0.3%00.0%UnchangedHolders
Q3 202110,210$622.0K0.3%−550−5.1%ReducedHolders
Q2 202110,760$637.0K0.3%−400−3.6%ReducedHolders
Q1 202111,160$593.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.