Entity type
Individual
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.
Total filings
6
Latest filing
17 Feb 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$65.93M
255 holdings for Q3 2022
Open portfolioLargest parsed holding
IBMK
$4.74M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 17 Feb 2023 for CIK 0001914235.
- 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.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
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
Latest update
What changed recently for Andrew C. Karlinski
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
CIK-linked evidence first
Latest Filings
Showing the latest 6 of 6 SEC filings for Andrew C. Karlinski.
13F-HR
13F-HR filing
- Filing date
- 17 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 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 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
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
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
13F-HR filing
- Filing date
- 09 Mar 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing