Entity Type
Company
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
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 portfolioLargest parsed holding
VONE
$55.74M reported value
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
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No parsed Forms 3/4/5 owner position for this CIK.
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13F-HR filed on 24 Jul 2017 for CIK 0001557513.
13F portfolio value
$176.05M
Latest parsed institutional portfolio value.
Top 13F symbols
VONE, PRF, VEA, VTWO
Symbols from the latest parsed 13F holdings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
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.
A simple visual split of the latest parsed 13F portfolio.
Largest add: MSFT ยท Largest trim: VONE
Latest update
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
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.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
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.
Observed form types
Primary evidence
Showing the latest 12 of 19 SEC filings for Kinsight, LLC.