Koss-Olinger Consulting, LLC STIP — ISHARES TR

Ownership history in Koss-Olinger Consulting, LLC  ·  15 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported ISHARES TR (STIP) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows STIP at 0.29% 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 STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, LLC's position in ISHARES TR, 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

STIP was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

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.

STIP stock page Koss-Olinger Consulting, LLC fund profile Koss-Olinger Consulting, LLC full holdings
How Koss-Olinger Consulting, LLC held STIP — position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 33,375 +4,300 +14.8% 0.29% $3.5M 2026-05-07 $103.41
2025 Q4 REDUCED 7.5% +1.0% ❌ 29,075 -2,360 -7.5% 0.23% $3.0M 2026-02-10 $102.19
2025 Q3 REDUCED — — — 31,435 -320 -1.0% 0.27% $3.2M 2025-10-20 $101.57
2025 Q2 ADDED — — — 31,755 +29,251 +1168.2% 0.27% $3.3M 2025-08-01 $100.39
2023 Q4 REDUCED 18.3% +0.7% ❌ 2,504 -562 -18.3% 0.02% $247K 2024-02-13 $91.26
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STIP

As of 2026 Q1 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 16.33% M. Kulyk & Associates, LLC 3Y 14.03% Ethos Capital Management, Inc. 11.6% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 9.49% Northland Capital Management LLC 3Y 8.94% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 8.44% Abacus Planning Group, Inc. 3Y 7Y 8.39% Deane Retirement Strategies, Inc. 3Y 7Y 8.24% SoundView Advisors Inc. 8.04% AMJ Financial Wealth Management 3Y 7.68%

FAQ About Koss-Olinger Consulting, LLC and STIP

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

How long has Koss-Olinger Consulting, LLC reported owning STIP?

Koss-Olinger Consulting, LLC reported STIP across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STIP position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for STIP was 0.29% in 2026 Q1.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2026 Q1, when Koss-Olinger Consulting, LLC reported 33,375 shares, equal to 0.29% of portfolio, with an estimated market value of $3.5M.

What does the chart on this STIP ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly STIP 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.

How well did Koss-Olinger Consulting, LLC time their STIP position?

Based on 13F filing dates vs. subsequent STIP price moves, Koss-Olinger Consulting, LLC correctly timed 4 out of 13 reported position changes (31%).

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