HERITAGE OAK WEALTH ADVISORS LLC
Position in KAMO — Kensington Credit Opportunities ETF
CIK 2035533
SANTA ROSA BEACH, FL
Position in KAMO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,984,255
-$4,699,341 QoQ
Shares Held
283,004
-39.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KAMO Over Time
Shares Held
Position Value (USD)
All Filings in KAMO
Export CSV
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. | ||||||