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DHJJ Financial Advisors, Ltd.: KOCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on KOCT, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 49,663 KOCT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,663 shares
    Change vs previous 13F -45 shares

    0.53% of the 13F portfolio, value $1,855,410.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,708 shares
    Change vs previous 13F -1,410 shares

    0.56% of the 13F portfolio, value $1,686,439.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,118 shares
    Change vs previous 13F +6,080 shares

    0.57% of the 13F portfolio, value $1,721,144.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,038 shares
    Change vs previous 13F -1,067 shares

    0.5% of the 13F portfolio, value $1,487,155.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,105 shares
    Change vs previous 13F -250 shares

    0.51% of the 13F portfolio, value $1,406,203.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,355 shares
    Change vs previous 13F -1,045 shares

    0.55% of the 13F portfolio, value $1,356,709.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,400 shares
    Change vs previous 13F -942 shares

    0.56% of the 13F portfolio, value $1,449,018.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,342 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,467,664.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).