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Disclosery

Kagan Cocozza Asset Management: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kagan Cocozza Asset Management on CWI, newest first. How the timeline and the estimate are built.

Kagan Cocozza Asset Management held 20,125 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,125 shares
    Change vs previous 13F -978 shares

    0.51% of the 13F portfolio, value $818,484.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    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 21,103 shares
    Change vs previous 13F -341 shares

    0.54% of the 13F portfolio, value $772,159.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    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 21,444 shares
    Change vs previous 13F -114 shares

    0.55% of the 13F portfolio, value $770,268.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    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 21,558 shares
    Change vs previous 13F -2,852 shares

    0.57% of the 13F portfolio, value $752,805.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    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 24,410 shares
    Change vs previous 13F -892 shares

    0.61% of the 13F portfolio, value $797,231.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    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 25,302 shares
    Change vs previous 13F -72 shares

    0.61% of the 13F portfolio, value $748,433.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    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 25,374 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $708,950.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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