Herold Advisors, Inc.
- SEC CIK
- 0001891713
- Latest filing
- Jul 22, 2026
KIO holding history
KKR Income Opportunities Fund in every 13F filed by Herold Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KIO overviewAll 13F holders of KIOFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,440
- Value
- $163.0K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,440 | $163.0K | <0.1% | +2,422+20.2% | Added | Holders |
| Q1 2026 | 12,018 | $132.2K | <0.1% | +141+1.2% | Added | Holders |
| Q4 2025 | 11,877 | $137.7K | <0.1% | +30.0% | Added | Holders |
| Q3 2025 | 11,874 | $149.8K | <0.1% | +1,369+13.0% | Added | Holders |
| Q2 2025 | 10,505 | $131.9K | <0.1% | +10,505 | New | Holders |