| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -164 | -100.0% | -0.01% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -113 | -100.0% | -0.02% | – |
| IMTB | Exit | ISHARES TRcr 5 10 yr etf | $0 | – | -834 | -100.0% | -0.02% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -806 | -100.0% | -0.02% | – |
| IEMG | Exit | ISHARES TRcore msci emkt | $0 | – | -1,150 | -100.0% | -0.04% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -1,400 | -100.0% | -0.06% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -2,070 | -100.0% | -0.06% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -223 | -100.0% | -0.06% | – |
| MITK | Exit | MITEK SYS INC | $0 | – | -248,005 | -100.0% | -1.68% | – |
| VRDN | Exit | Viridian Therapeutics Inc | $0 | – | -214,290 | -100.0% | -2.08% | – |
| INSP | Exit | Inspire Med Sys Inc | $0 | – | -18,112 | -100.0% | -2.28% | – |
| MODN | Exit | Model N Inc | $0 | – | -224,335 | -100.0% | -3.47% | – |
| WK | Exit | Workiva Inc | $0 | – | -76,386 | -100.0% | -4.90% | – |
| JAMF | Exit | JAMF HOLDING CORP | $0 | – | -477,026 | -100.0% | -5.33% | – |
| TEAM | Exit | Atlassian Corp PLCcl a | $0 | – | -49,670 | -100.0% | -6.34% | – |
| NEO | Exit | NeoGenomics Inc | $0 | – | -1,046,639 | -100.0% | -8.15% | – |
| VCEL | Exit | Vericel Corporation | $0 | – | -459,415 | -100.0% | -9.75% | – |
| FIVN | Exit | Five9 Inc | $0 | – | -249,722 | -100.0% | -10.16% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -417,265 | -100.0% | -10.36% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -123,175 | -100.0% | -17.48% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -641,545 | -100.0% | -17.75% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NeoGenomics Inc. | 16 | Q3 2023 | 90.1% |
| Vericel Corporation | 16 | Q3 2023 | 14.5% |
| Five9, Inc. | 16 | Q3 2023 | 11.2% |
| ISHARES TR | 13 | Q3 2023 | 16.7% |
| ISHARES TR | 13 | Q3 2023 | 10.6% |
| ISHARES TR | 13 | Q3 2023 | 0.1% |
| ISHARES TR | 13 | Q3 2023 | 0.1% |
| ISHARES TR | 13 | Q3 2023 | 0.0% |
| ISHARES TR | 13 | Q3 2023 | 0.0% |
| ISHARES TR | 13 | Q3 2023 | 0.0% |
View Kopp Family Office, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RTI Surgical Holdings, Inc. | July 07, 2020 | ? | ? |
| NEOGENOMICS INC | January 07, 2020 | 4,844,625 | 4.6% |
| OCLARO, INC. | January 04, 2019 | ? | ? |
| SUPERCONDUCTOR TECHNOLOGIES INC | October 05, 2018 | ? | ? |
View Kopp Family Office, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-16 |
View Kopp Family Office, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.