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EVERGREEN CAPITAL MANAGEMENT LLC

Position in HIO — Western Asset High Income Opportunity Fund Inc.

CIK 1260824 Bellevue, WA

Position in HIO

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$60,544
+$163 QoQ
Shares Held
16,633
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 113 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in HIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $157,301,087 across 48 Asset Management names. HIO ranks #48 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HIO

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $60,544 16,633
2026-03-31 $60,381 16,634
2025-12-31 $59,482 16,033
2025-09-30 $76,930 20,034
2025-06-30 $80,551 20,239
2025-03-31 $2,273,240 571,166
2024-12-31 $2,142,710 545,219
2024-09-30 $2,141,445 528,752
2024-06-30 $2,064,913 541,972
2024-03-31 $1,996,671 511,967
2023-12-31 $1,887,567 489,007
2023-09-30 $3,734,330 1,025,915
2023-06-30 $3,949,022 1,044,715
2023-03-31 $3,746,433 983,316
2022-12-31 $3,637,235 920,819
2022-09-30 $6,358,708 1,727,910
2022-06-30 $7,351,157 1,856,353
2022-03-31 $8,157,504 1,824,945
2021-12-31 $9,714,572 1,868,187
2021-09-30 $9,556,523 1,841,334
2021-06-30 $9,537,723 1,806,387
2021-03-31 $8,994,663 1,770,603
2020-12-31 $8,725,038 1,762,634
2020-09-30 $7,914,622 1,615,229