Entity type
Individual
CIK 0001601692. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
3
Latest filing
17 Feb 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q4 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$135.37M
34 holdings for Q4 2025
Open portfolioLargest parsed holding
ANGO
$22M reported value
Open holding13D/G large stake
ANGO
06 Jan 2026 · 5.9% ownership
Open 13D/GInsider / owner context
HRTX
22 Feb 2023 · $1.24M
Open owner pageSave this filer page
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13F-HR filed on 17 Feb 2026 for CIK 0001601692.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Reporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Largest symbols in the latest parsed Form 13F information table.
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
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
61%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$82.81M
Compared with $135.37M total 13F value.
Top 5 net change
$0
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
ANGO
06 Jan 2026 · Common Stock, par value $.01
HRTX
22 Feb 2023
BDSI
22 Mar 2022
Latest update
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2026.
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
Showing the latest 3 of 3 SEC filings for Kevin Kotler.