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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Valued 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)
39
Value
$3.59K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of KKR by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639$3.59K<0.1%+20+105.3%AddedHolders
Q1 202619$1.77K<0.1%−6−24.0%ReducedHolders
Q4 202525$3.20K<0.1%+6+31.6%AddedHolders
Q3 202519$2.48K<0.1%00.0%UnchangedHolders
Q2 202519$2.54K<0.1%−55−74.3%ReducedHolders
Q1 202574$8.56K<0.1%−13−14.9%ReducedHolders
Q4 202487$12.9K<0.1%+21+31.8%AddedHolders
Q3 202466$8.62K<0.1%+22+50.0%AddedHolders
Q2 202444$4.63K<0.1%+32+266.7%AddedHolders
Q1 202412$1.21K<0.1%+9+300.0%AddedHolders
Q4 20233$185<0.1%–No prior filingHolders