Filer Snapshot

Kinsight, LLC

CIK 0001557513. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

19

Latest Filing

24 Jul 2017

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2017. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$176.05M

32 holdings for Q2 2017

Open portfolio

Largest parsed holding

VONE

$55.74M reported value

Open holding

13D/G large stake

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

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Source: SEC Form 13F

13F-HR filed on 24 Jul 2017 for CIK 0001557513.

View Source Filing
Identity
Business address
600 University Park Place, Suite 501, Birmingham, AL, 35209
SEC ownership signals
Filing-backed coverage

13F portfolio value

$176.05M

Latest parsed institutional portfolio value.

Top 13F symbols

VONE, PRF, VEA, VTWO

Symbols from the latest parsed 13F holdings.

SEC record
State of incorporation
AL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Kinsight, LLC

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 $176.05M across 32 reported holdings for Q2 2017.
  • Largest parsed 13F holding: VONE at $55.74M.

SEC source mix

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

XML parsed
13F portfolio 32 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.

Q2 2017 - 24 Jul 2017

Top 5 concentration

76%

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

Top 5 reported value

$134.11M

Compared with $176.05M total 13F value.

Top 5 net change

-$7.44M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: MSFT ยท Largest trim: VONE

VONE PRF VEA VTWO PXH Other holdings

VONE

31.7%

Vanguard Scottsdale Fds

$55.74M

PRF

22.3%

Powershares Etf Trust

$39.22M

VEA

7.7%

Vanguard Tax Managed Intl Fd

$13.6M

VTWO

7.7%

Vanguard Scottsdale Fds

$13.47M

PXH

6.9%

Powershares Etf Tr II

$12.07M

Latest update

What changed recently for Kinsight, LLC

New filing available

Latest 13F period: Q2 2017. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Jul 2017

Page type

Filer profile

Latest period

Q2 2017

Institutional portfolio context was refreshed from a 13F filing filed on 24 Jul 2017.

Benchmark Context

Benchmark context for this company

Kinsight, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2017. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001557513 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
19
First seen
31 Jan 2013
Latest filing
24 Jul 2017
Entity
Company

Latest Filings

Showing the latest 12 of 19 SEC filings for Kinsight, LLC.

13F-HR File 028-15110

13F-HR filing

Filing date
24 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
05 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
31 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
01 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
09 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
12 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
08 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
06 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
11 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
01 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
11 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15110

13F-HR filing

Filing date
10 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
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