Filer Snapshot

Andrew C. Karlinski

CIK 0001914235. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

6

Latest Filing

17 Feb 2023

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 17 Feb 2023 for CIK 0001914235.

View Source Filing
Business address
6 Venture, Suite 390, Irvine, CA, 92618

Filer intelligence

What SEC filings say about Andrew C. Karlinski

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 $65.93M across 255 reported holdings for Q3 2022.
  • Largest parsed 13F holding: IBMK at $4.74M.

SEC source mix

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

XML parsed
13F portfolio 255 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

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

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Top parsed 13F holdings

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

Q3 2022 - 14 Nov 2022

Top 5 concentration

31%

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

Top 5 reported value

$20.3M

Compared with $65.93M total 13F value.

Top 5 net change

+$4.31M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: SPY ยท Largest trim: QQQ

IBMK USMV SPY SPSM RSP Other holdings

IBMK

7.2%

Ishares Ibonds

$4.74M

USMV

6.7%

Ishares Msci

$4.44M

SPY

5.9%

Spdr S&P

$3.9M

SPSM

5.8%

Spdr Portfolio

$3.8M

RSP

5.2%

Invesco S&P

$3.41M

Latest update

What changed recently for Andrew C. Karlinski

New filing available

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

Update date

17 Feb 2023

Page type

Filer profile

Latest period

Q4 2022

Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2023.

SEC filing record

CIK 0001914235 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
6
First seen
09 Mar 2022
Latest filing
17 Feb 2023
Entity
Individual

Observed form types

13F-HR 13F-HR/A

Latest Filings

Recent SEC filings for Andrew C. Karlinski with direct links to document and filing folders.

13F-HR File 028-22363

13F-HR filing

Filing date
17 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22363

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-22363

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22363

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-22363

13F-HR/A filing

Filing date
09 May 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22363

13F-HR filing

Filing date
09 Mar 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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