Plotkin Financial Advisors, LLC
Position in KIO — KKR Income Opportunities Fund
CIK 1826394
CHEVY CHASE, MD
Position in KIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,681
+$3,363 QoQ
Shares Held
12,938
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#57
of 90 holders
Holding Since
Sep 2022
14 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 Jun 30, 2026Plotkin Financial Advisors, LLC holds $2,126,718 across 3 Asset Management names. KIO ranks #3 (6.9% of the industry book) .
All Filings in KIO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,681 | 12,938 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $142,318 | 12,938 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $163,018 | 12,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,501 | 12,938 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $159,008 | 12,938 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,110 | 12,938 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $190,964 | 12,938 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $177,250 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $175,180 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $162,630 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $154,738 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $150,210 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $142,059 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $141,547 | 12,373 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||