Filer Snapshot

LeRoy C. Kopp

CIK 0001399913. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

1

Latest filing

03 Jun 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$146.31M

21 holdings for Q1 2024

Open portfolio

Largest parsed holding

VEA

$31.05M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Source: SEC Form 13F

13F-HR filed on 03 Jun 2024 for CIK 0001399913.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$146.31M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$146.31M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
VEA VCEL VWO FIVN NEO
+15 moreTEAM INSP JAMF WK MODN VRDN MITK IEFA IVV ISTB IEMG IAGG IMTB IJH IJR

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VEA VCEL VWO FIVN NEO TEAM INSP JAMF
+12 moreWK MODN VRDN MITK IEFA IVV ISTB IEMG IAGG IMTB IJH IJR
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
8400 Normandale Lake Boulevard, Suite 1450, Bloomington, MN, 55437

Filer intelligence

What SEC filings say about LeRoy C. Kopp

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $146.31M across 21 reported holdings for Q1 2024.
  • Largest parsed 13F holding: VEA at $31.05M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 21 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2024 - 03 Jun 2024

Top 5 concentration

69%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$100.4M

Compared with $146.31M total 13F value.

Top 5 net change

$0

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

VEA VCEL VWO FIVN NEO Other holdings

VEA

21.2%

Vanguard Tax Managed Fds

$31.05M

VCEL

16.3%

Vericel Corporation

$23.8M

VWO

11.4%

Vanguard Intl Equity Index F

$16.73M

FIVN

10.1%

Five9 Inc

$14.75M

NEO

9.6%

NeoGenomics Inc

$14.06M

Latest update

What changed recently for LeRoy C. Kopp

New filing available

Latest 13F period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Jun 2024

Page type

Filer profile

Latest period

Q1 2024

Institutional portfolio context was refreshed from a 13F filing filed on 03 Jun 2024.

SEC filing record

CIK 0001399913 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
1
First seen
03 Jun 2024
Latest filing
03 Jun 2024
Entity
Individual

Observed form types

13F-HR

Latest Filings

Showing the latest 1 of 1 SEC filings for LeRoy C. Kopp.

13F-HR

13F-HR filing

Filing date
03 Jun 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .