Filer Snapshot

Karp Capital Management Corp

CIK 0001629680. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

36

Latest filing

19 Jan 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR/A for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$489.1M

121 holdings for Q3 2022

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Largest parsed holding

IWV

$27.9M 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/A filed on 19 Jan 2023 for CIK 0001629680.

View source filing
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
30 Liberty Ship Way #3150, Sausalito, CA, 94965
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Karp Capital Management Corp

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 $489.1M across 121 reported holdings for Q3 2022.
  • Largest parsed 13F holding: IWV at $27.9M.

SEC source mix

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

XML parsed
13F portfolio 121 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.

Q3 2022 - 18 Oct 2022

Top 5 concentration

22%

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

Top 5 reported value

$109.03M

Compared with $489.1M total 13F value.

Top 5 net change

+$49.76M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: IWV ยท Largest trim: XLB

IWV IXUS IBDQ VOO FTGC Other holdings

IWV

5.7%

Ishares Tr

$27.9M

IXUS

4.7%

Ishares Tr

$23.11M

IBDQ

4.5%

Ishares Tr

$22.19M

VOO

4%

Vanguard Index Fds

$19.7M

FTGC

3.3%

First Tr Exchange Trad Fd Vi

$16.12M

Latest update

What changed recently for Karp Capital Management Corp

New filing available

Latest 13F period: Q4 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Jan 2023

Page type

Filer profile

Latest period

Q4 2022

Institutional portfolio context was refreshed from a 13F filing filed on 19 Jan 2023.

Benchmark Context

Benchmark context for this company

Karp Capital Management Corp 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: Q4 2022. 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 0001629680 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
36
First seen
11 Feb 2015
Latest filing
19 Jan 2023
Entity
Company

Latest Filings

Showing the latest 12 of 36 SEC filings for Karp Capital Management Corp.

13F-HR/A

13F-HR/A filing

Filing date
19 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
18 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
26 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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