KIO — KKR INCOME OPPORTUNITIES FD

Ownership history in Shaker Financial Services, LLC  ·  41 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported KKR INCOME OPPORTUNITIES FD (KIO) in 41 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows KIO at 1.13% 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 Shaker Financial Services, LLC's position in KKR INCOME OPPORTUNITIES FD, 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 Q4

KIO was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held KIO — position size vs. price
% of Fund (quarterly)    KIO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 308,129 +249,785 +428.1% 1.13% $3.6M 2026-02-14 (Est.) $11.57
2025 Q3 ADDED 58,344 +10,285 +21.4% 0.25% $735K 2025-10-22 $11.19
2025 Q2 ADDED 48,059 +9,717 +25.3% 0.22% $604K 2025-08-05 $11.78
2025 Q1 ADDED 38,342 +17,563 +84.5% 0.18% $471K 2025-05-09 $10.90
2024 Q1 REDUCED 20,779 -9,803 -32.1% 0.11% $281K 2024-05-13 $10.84
2023 Q3 ADDED 30,582 +15,864 +107.8% 0.17% $366K 2023-11-02 $8.76
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KIO

As of 2025 Q4 — sorted by position size

Rareview Capital LLC 1.22% Logan Stone Capital, LLC 3Y 0.48% Joseph P. Lucia & Associates, LLC 3Y 0.44% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.25% Carnegie Lake Advisors LLC 0.19% Virtus Investment Advisers, LLC 3Y 7Y 0.18% Penserra Capital Management LLC 3Y 7Y 0.17% Strategic Advocates LLC 0.12% Kovack Advisors, Inc. 3Y 7Y 0.11% TrueMark Investments, LLC 0.1%

FAQ About Shaker Financial Services, LLC and KIO

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

How long has Shaker Financial Services, LLC reported owning KIO?

Shaker Financial Services, LLC reported KIO across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KIO position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for KIO was 1.13% in 2025 Q4.

What is the latest reported KIO position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 308,129 shares, equal to 1.13% of portfolio, with an estimated market value of $3.6M.

What does the chart on this KIO ownership page compare?

The chart compares Shaker Financial Services, LLC'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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