Newbridge Financial Services Group, Inc. KIO β€” KKR INCOME OPPORTUNITIES FUND

Ownership history in Newbridge Financial Services Group, Inc.  Β·  3 quarters on record

AI Ownership Summary

Newbridge Financial Services Group, Inc. reported KKR INCOME OPPORTUNITIES FUND (KIO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows KIO 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newbridge Financial Services Group, Inc.'s position in KKR INCOME OPPORTUNITIES FUND, 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
2025 Q3

KIO 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 Q2 to 2025 Q3

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.

KIO stock page Newbridge Financial Services Group, Inc. fund profile Newbridge Financial Services Group, Inc. full holdings
How Newbridge Financial Services Group, Inc. held KIO β€” position size vs. price
% of Fund (quarterly)    KIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 1,250 β€” 0% 0.00% $16K 2025-11-13 $11.20
2025 Q2 REDUCED 26.9% +3.3% ❌ 1,250 -459 -26.9% 0.00% $16K 2025-08-19 $11.43
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KIO

As of 2026 Q1 β€” sorted by position size

Significant Wealth Partners LLC 1.91% Uncommon Cents Investing LLC 3Y 7Y 0.08% GILL CAPITAL PARTNERS, LLC 3Y 0.04% Capital Investment Advisors, LLC 3Y 7Y 0.02% SeaCrest Wealth Management, LLC 3Y 7Y 0.02% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% UHLMANN PRICE SECURITIES, LLC 0.01% Noble Wealth Management PBC 0.0%

FAQ About Newbridge Financial Services Group, Inc. and KIO

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

How long has Newbridge Financial Services Group, Inc. reported owning KIO?

Newbridge Financial Services Group, Inc. reported KIO across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported KIO position in Newbridge Financial Services Group, Inc.'s portfolio?

The largest reported portfolio weight for KIO was 0.00% in 2025 Q2.

What is the latest reported KIO position on this page?

The most recent filing on this page is 2025 Q3, when Newbridge Financial Services Group, Inc. reported 1,250 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this KIO ownership page compare?

The chart compares Newbridge Financial Services Group, Inc.'s quarterly KIO 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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