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Creative Planning

Position in KOPN — Kopin Corp

CIK 1540235 OVERLAND PARK, KS

Position in KOPN

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$121,482
+$27,272 QoQ
Shares Held
53,992
+34.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
15 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in KOPN Over Time

Shares Held

Position Value (USD)

Derivatives in KOPN

reported options exposure · as of Mar 31, 2021
CallValue
$0
CallShares
0
PutValue
$10,490
PutShares
1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electronic Components

Technology · as of Mar 31, 2026

Creative Planning holds $263,952,557 across 24 Electronic Components names. KOPN ranks #24 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in KOPN

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $121,482 53,992
2025-12-31 $94,210 40,261
2025-09-30 $52,999 21,811
2025-06-30 $16,198 10,587
2025-03-31 $13,892 14,938
2024-12-31 $21,063 15,488
2024-09-30 $13,664 18,718
2024-06-30 $15,723 18,718
2024-03-31 $19,778 10,988
2023-12-31 $71,064 35,007
2023-09-30 $42,708 35,007
2023-06-30 $75,265 35,007
2021-03-31 $422,201 40,248
2021-03-31 $10,490 1,000
2020-12-31 $72,258 29,736
2020-09-30 $39,103 28,336