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Equibles

Graves Light Lenhart Wealth, Inc.

Position in KIO — KKR Income Opportunities Fund

CIK 1759803 HARRISONBURG, VA
Back to KIO Full portfolio

Position in KIO

as of Sep 30, 2026 · filed Oct 9, 2026
Position Value
$141,398
-$13,179 QoQ
Shares Held
13,728
0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in KIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Sep 30, 2026

Graves Light Lenhart Wealth, Inc. holds $2,214,886 across 11 Asset Management names. KIO ranks #8 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TROW
Price T Rowe Group Inc
 3,769 $392,164
2 NTRS
Northern Trust Corp
 2,000 $338,720
3 CHY
Calamos Convertible & High Income Fund
 23,828 $279,025
4 STT
State Street Corp
 5,430 $229,411
5 GAB
Gabelli Equity Trust Inc
 41,224 $216,013
6 AMP
Ameriprise Financial Inc
 407 $200,386
7 RVT
Royce Small-Cap Trust, Inc.
 10,253 $175,633
8 KIO
KKR Income Opportunities Fund
This page 		13,728 $141,398

All Filings in KIO

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $141,398 13,728
2026-06-30 $154,577 13,728
2026-03-31 $151,008 13,728
2025-12-31 $159,107 13,728
2025-09-30 $172,972 13,728
2025-06-30 $172,423 13,728
2025-03-31 $168,717 13,728
2024-12-31 $183,680 13,728
2024-09-30 $202,625 13,728
2024-06-30 $188,073 13,728
2024-03-31 $185,877 13,728
2023-12-31 $172,560 13,728
2023-09-30 $164,186 13,728
2023-06-30 $159,382 13,728
2023-03-31 $150,733 13,728
2022-12-31 $151,145 13,728
2022-09-30 $157,048 13,728
2022-06-30 $159,793 13,728
2022-03-31 $198,095 13,728
2021-12-31 $232,277 13,728
2021-09-30 $224,864 13,728
2021-06-30 $228,983 13,728
2021-03-31 $217,176 13,728
2020-12-31 $198,095 13,728
2020-09-30 $185,739 13,728
2020-06-30 $169,128 13,728
2020-03-31 $146,340 13,728