HERITAGE OAK WEALTH ADVISORS LLC
Position in KAMO — Kensington Credit Opportunities ETF
CIK 2035533
SANTA ROSA BEACH, FL
All Filings in KAMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,984,255 | 283,004 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,683,596 | 466,877 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||