KOPN KOPIN CORP

Ownership history in Focused Wealth Management, Inc  ·  11 quarters on record

AI Ownership Summary

Focused Wealth Management, Inc reported KOPIN CORP (KOPN) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows KOPN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KOPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focused Wealth Management, Inc's position in KOPIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KOPN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focused Wealth Management, Inc held KOPN — position size vs. price
% of Fund (quarterly)    KOPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 211,985 -459 -0.2% 0.05% $477K 2026-04-20 $2.84
2025 Q4 ADDED 212,444 +5,000 +2.4% 0.05% $497K 2026-01-29 $2.67
2025 Q3 ADDED 207,444 +99,347 +91.9% 0.05% $504K 2025-10-10 $2.99
2025 Q2 UNCHANGED 108,097 0% 0.02% $165K 2025-07-15 $1.68
2025 Q1 ADDED 108,097 +1,360 +1.3% 0.01% $101K 2025-05-01 $1.31
2024 Q4 ADDED 106,737 +106,257 +22136.9% 0.02% $145K 2025-01-28 $1.79
2023 Q4 UNCHANGED 480 0% 0.00% $974 2024-01-10 $2.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Focused Wealth Management, Inc and KOPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focused Wealth Management, Inc reported owning KOPN?

Focused Wealth Management, Inc reported KOPN across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KOPN position in Focused Wealth Management, Inc's portfolio?

The largest reported portfolio weight for KOPN was 0.05% in 2025 Q3.

What is the latest reported KOPN position on this page?

The most recent filing on this page is 2026 Q1, when Focused Wealth Management, Inc reported 211,985 shares, equal to 0.05% of portfolio, with an estimated market value of $477K.

What does the chart on this KOPN ownership page compare?

The chart compares Focused Wealth Management, Inc's quarterly KOPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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