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Kagan Cocozza Asset Management: IVV position timeline

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

Kagan Cocozza Asset Management held 3,097 IVV 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 3,097 shares
    Change vs previous 13F +17 shares

    1.45% of the 13F portfolio, value $2,319,450.

    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 3,080 shares
    Change vs previous 13F -35 shares

    1.42% of the 13F portfolio, value $2,011,950.

    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 3,115 shares
    Change vs previous 13F -20 shares

    1.52% of the 13F portfolio, value $2,133,593.

    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 3,135 shares
    Change vs previous 13F -1,616 shares

    1.59% of the 13F portfolio, value $2,098,182.

    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 4,751 shares
    Change vs previous 13F -20 shares

    2.26% of the 13F portfolio, value $2,949,767.

    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 4,771 shares
    Change vs previous 13F -94 shares

    2.19% of the 13F portfolio, value $2,680,651.

    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 4,865 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,863,685.

    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).