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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by SOA Wealth Advisors, LLC., 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)
87
Value
$7.99K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of KKR by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687$7.99K<0.1%+87NewHolders
Q4 20240$00.0%−453−100.0%Sold outHolders
Q3 2024453$59.1K<0.1%00.0%UnchangedHolders
Q2 2024453$47.6K<0.1%00.0%UnchangedHolders
Q1 2024453$45.5K<0.1%00.0%UnchangedHolders
Q4 2023453$37.5K<0.1%00.0%UnchangedHolders
Q3 2023453$27.9K<0.1%00.0%UnchangedHolders
Q2 2023453$25.3K<0.1%00.0%UnchangedHolders
Q1 2023453$23.8K<0.1%00.0%UnchangedHolders
Q4 2022453$21.0K<0.1%+1+0.2%AddedHolders
Q3 2022452$19.0K<0.1%00.0%UnchangedHolders
Q2 2022452$20.0K<0.1%00.0%UnchangedHolders
Q1 2022452$26.0K<0.1%00.0%UnchangedHolders
Q4 2021452$33.0K<0.1%00.0%UnchangedHolders
Q3 2021452$27.0K<0.1%00.0%UnchangedHolders
Q2 2021452$26.0K<0.1%00.0%UnchangedHolders
Q1 2021452$22.0K<0.1%––Holders

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