Kopp Family Office, LLC has filed its quarterly report, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it sheds light on the firm's current investment strategy and any adjustments made to its portfolio.
Background
Kopp Family Office, LLC is an institutional investment manager based in Minnetonka, Minnesota. The firm primarily engages in investment management services. The recent filing, dated October 21, 2026, is a Form 13F-HR, which reports on the firm’s holdings in various securities.
What the Filing Says
The filing indicates that Kopp Family Office has submitted its quarterly holdings report, but specific details regarding the investments were not disclosed in the filing.
Impact
This filing may affect stakeholders, including investors and analysts, who are keen to understand the firm's investment trends and strategies. Additionally, competitors in the investment management sector may analyze this report for insights into market movements and portfolio management strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was accepted on October 21, 2026, and it covers the period ending September 30, 2026. This timely submission is crucial for maintaining compliance with SEC regulations, ensuring that the firm’s investment activities are transparent to regulators and stakeholders alike.
Contact Information
Kopp Family Office, LLC is located at 701 Carlson Parkway, Suite 1030, Minnetonka, MN 55305. For inquiries, they can be reached at 952-841-0400. This information is essential for stakeholders who may wish to engage directly with the firm regarding its investment strategies or performance.
Company Information
The firm is identified by its Central Index Key (CIK) number 0001683689, and it operates under the Employer Identification Number (EIN) 813512182. Kopp Family Office is incorporated in the state of Minnesota, and its fiscal year ends on December 31st.
Additional Insights
The filing does not provide specific details about the individual securities held by Kopp Family Office, nor does it discuss any changes in investment strategy or significant transactions during the reporting period. As such, stakeholders may need to await future filings for a more comprehensive understanding of the firm's investment activities.