LANARK FINANCIAL, INC. KKR/PRD — KKR & CO INC 6.25 CON SER D

Ownership history in LANARK FINANCIAL, INC.  ·  5 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported KKR & CO INC 6.25 CON SER D (KKR/PRD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows KKR/PRD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KKR/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in KKR & CO INC 6.25 CON SER D, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KKR/PRD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KKR/PRD stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held KKR/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 215 -50 -18.9% 0.00% $9K 2026-07-21 —
2025 Q4 UNCHANGED — — — 265 — 0% 0.00% $14K 2026-01-29 —
2025 Q3 UNCHANGED — — — 265 — 0% 0.00% $14K 2025-11-14 (Est.) —
2025 Q2 ADDED — — — 265 +170 +178.9% 0.00% $14K 2025-08-14 (Est.) —
2025 Q1 INITIATED — — — 95 — — 0.00% $4K 2025-04-09 —

🏢 Other funds also holding KKR/PRD

As of 2026 Q2 — sorted by position size

AEGON USA Investment Management, LLC 3Y 7Y 1.05% CREDIT INDUSTRIEL ET COMMERCIAL 0.38% LAFFER TENGLER INVESTMENTS, INC. 3Y 7Y 0.3% RATIONAL ADVISORS, INC. 3Y 7Y 0.26% Future Financial Wealth Managment LLC 3Y 0.22% Formidable Asset Management, LLC 3Y 7Y 0.18% Central Pacific Bank - Trust Division 0.04% INDEPENDENT FINANCIAL GROUP, LLC 0.04% Farther Finance Advisors, LLC 0.0%

FAQ About LANARK FINANCIAL, INC. and KKR/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANARK FINANCIAL, INC. reported owning KKR/PRD?

LANARK FINANCIAL, INC. reported KKR/PRD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KKR/PRD position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for KKR/PRD was 0.00% in 2025 Q2.

What is the latest reported KKR/PRD position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 215 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this KKR/PRD ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly KKR/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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